For investors who see concerning parallels between the recent run-up in tech stocks and the dot-com bubble of the late 1990s/early 2000s, a recent analysis from Goldman Sachs urges a different perspective. In fact, not only does Goldman argue that such a comparison is faulty, but it is recommending, contrary to conventional wisdom, increasing exposure to tech – particularly companies in the subcategory of software and services. For more – including 16 names from that category that Goldman sees as offering “high and stable sales growth, high [return on equity], and trade at reasonable valuations” – CLICK HERE.