Today's Stock Picks: Technology & Telecom

As stocks suffered through another selloff, CNBC asked for some smart moves for investors.

Betting on Technology

“To the extent that financials are a big buyer of technology, integration in terms of mergers cause— create a lot of business. For Accenture , merger of Bear Stearns and JPMorgan— this is a freaking goldmine.”

David Garrity, Dinosaur Securities

Playing Tech and Telecom

“I think if you look at something that’s interesting, that’s moving from different cycles—that’s probably going to be full tech. I think that remains interesting, as do the industrials… I think the stronger part is in software at communications as opposed to hardware.”

Subodh Kumar, Subodh Kumar and Associates