Content And Delivery Are Leaders In Current Tech Cycle

Looking at the stock prices of the companies below what can we infer about the future of technology?

Investing in technology stocks used to be about finding the company dominating a particular category such as Microsoft (MSFT) in OS and Office, Dell (DELL) in PC sales, or Intel (INTC) in microprocessors.

But this cycle in tech is less about controlling a particular area and...