The technology space has been getting hammered lately, so it begs the question: Is any tech stock safe to own?
For answers, we turned to Collin Gillis, an analyst at BGC Partners. He says should investors choose to venture into the "very violent, choppy wolf marketplace," they have two choices. First, high royalty growth companies, like Apple . The other option is yield names, such as Microsoft .
Google is "dead money" until autumn, adds Gillis. He likes the search engine provider in the back half of the year, however, and says it tends to survive recessions thanks to its pay-to-click model.
While some on Wall Street think the semiconductors are slowing down, Gillis is not so sure. A collection of data points show a slowdown, he says, but they don't always show the "big picture." He thinks fears of a slowdown maybe "over done."
Watch the video to see the full interview with Gillis.
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DOES INCREASING APPLE'S DIVIDEND ADD TO VALUE?
In an open letter to Apple's board Thursday, analyst Toni Sacconaghi of Sanford C. Bernstein asked the technology giant to consider returning cash to shareholders.
"I ultimately hope that, you know, our letter will be a rallying cry for major shareholders because ultimately the board and the company are responsible to them," said Bernstein on the Thursday's Fast Money Halftime Report.
But would raising the dividend increase Apple's value? Karen Finerman of Metropolitan Advisors had a strong take on the matter.
Watch the video to see what get Finerman's colorful take on value.
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CALL TO THE FLOOR: MOTRICITY
Shares of Motricity, a mobile Internet service provider, are down sharply since the company's initial public offering in June.
With famed investor Carl Icahn holding this company, is it poised for a turnaround. For answers, CEO Ryan Wurch joined us on Thursday's Fast Money.
Watch the video to see the full interview with Wurch.
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PRIVATE SPY
Continuing our summer series, Private Spy, CNBC's Eamon Javers examined corporate spy games between China and the US. Google, for example, had some corporate "cloak and dagger" issues in the People's Republic. Watch the videoto learn what they're facing there.
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Trader disclosure: On Aug 12, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Terranova owns (AKAM), (BAX), (FCX), (MOS), (OXY), (PFE), (POT), (SU), (XBI), (GLD); Adami owns (AGU), (BTU), (NUE), (C), (GS), (INTC), (MSFT); Adami’s wife works at Merck; Finerman owns (AAPL); Finerman owns (GOOG); Finerman’s firm owns (HPQ); Finerman and Finerman’s Firm owns (BAC); Finerman and Finerman’s Firm owns (JPM); Finerman's firm is short (IJR); Finerman's firm is short (MDY); Finerman's firm is short (SPY); Finerman's firm is short (IWM); Finerman’s firm owns S&P 500 puts; Finerman’s firm owns Russsel 2000 puts; Jon Najarian owns (CSCO) short calls; Jon Najarian owns (VIX) Call spread; Jon Najarian is short (SQQQ)
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