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Transcripts For CNBC Squawk Alley 20180221

Good wednesday morning i am carl king with jon fortt. Dow is up 128. Tech sector leads the s p. For more on tech, bring in Victor Anthony and elly wheeler, partner. Welcome to you both. Welcome to tech resilience in the face of the selloff, even though we can parse, fang, talk about underperformance within that right i mean, there are certain names that are underperforming facebook and alphabet. Ironically, those are two names with multiple support but they have secular growth drivers. From all of them, market share gains across the board, ecommerce and advertising but in the case of netflix, subscriber growth that continues to be strong i am buying alphabet, a buy on facebook and amazon. Hold on netflix for now. But i am optimistic bought all these names. Facebook and alphabet, were talking later this hour about regulatory threats do you think thats effecting them, those two in particular . I think for alphabet, eu overhang has been an issue for several years. It will continue to be a

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