. ♪ >>> credit suisse, chief investment strategist barbara reinhard. >> we'll hear from barbara in just but first we hear from seema. >> while the technology sector is up this year, it's still underperforming the market. tech giant apple, despite its recent comeback, is down 20% from its november highs, and that's weighing on the nasdaq. my question is, will we see a comeback in the technology sector between now and the end of the year, and if so, what will the catalyst be? >> thanks, sema, very much. david? >> i move on technology, i move on financials. those are the two most attractive, i think. the concern about technology has been that business spending has been very slow. i don't think it's because of macro reasons, i think it's because there's indecisiveness among companies whether to go to conventional tech spending or cloud tech spending. decisions should be made over the course of the year. spending on the category should pick up late this year and next year, and i think they're just overlooking the share lossage that big cap tech will go under. they will capture a big share of