[barcelona]

GS chief U.S. equity strategist, David Kostin, on US technology sector.

The gap between these two types of stocks remains fairly close, he contended, and will likely widen. Kostin said this could take the form of the companies with both fast growth and high profit margins increasing in valuation, or those with low or negative margins pulling back further.

Yesterday Mike Wilson MS, preferred the latter. Perhaps very selectively, like adbe. Other than that, I can't think what else, off hand.