What's Behind the Selloff in Tech Stocks?

The video discusses the NASDAQ's influence on market losses, highlighting that the tech sector, despite recent weaknesses, has outperformed the broader market. It explores potential corrections in the tech sector, distinguishing between newer, volatile tech companies and established ones. EMC is analyzed as a strong investment due to its leadership in tech storage, undervalued VMware stake, and potential for increased value through activist investor actions.

What are the characteristics of the newer tech area mentioned in the text?

What is the fundamental case for EMC as discussed in the text?