Having a huge tech company producing hedge-fund like growth numbers is a new phenomenon (at least since Windows 3.0), and it's carrying over into the broader tech field. If you're a wealthy investor with the choice of putting money into some financial vehicle in an increasingly crowded space, or into something that actually ships product, and still makes huge bank, the choice is a no-brainer.
Tech is the current momentum play, because all the financial vehicles are in the tank.
http://www.appleinsider.com/articles/11/04/18/new_macbook_pr...
Having a huge tech company producing hedge-fund like growth numbers is a new phenomenon (at least since Windows 3.0), and it's carrying over into the broader tech field. If you're a wealthy investor with the choice of putting money into some financial vehicle in an increasingly crowded space, or into something that actually ships product, and still makes huge bank, the choice is a no-brainer.
Tech is the current momentum play, because all the financial vehicles are in the tank.