The new four horsemen of tech

In the 1990s, Intel, Microsoft, Dell, and Cisco were the so-called “four horsemen of tech” -- the high-profile public technology companies that were sure to return strong growth to investors year after year. For nearly two decades, all four held keys to technology's growth engine: the personal computer. Intel made the processors, Microsoft made the software, Dell made the PCs and Cisco networked them together. But things have changed. The PC is no longer driving technology growth. Mobile phones, tablets, and cloud computing are blazing a new path. So who should replace the old guard? Apple, Google, Amazon, and IBM are the new four horsemen of tech. Unsurprisingly, all four companies are leaders in mobility or cloud computing.