The following video is part of our "Motley Fool Conversations" series, in which Motley Fool senior technology analyst Eric Bleeker and chief technology officer Jeremy Phillips discuss emerging trends in technology.

In today's edition, Jeremy and Eric talk about last quarter's outperformers in technology. Both Apple and IBM make the list, as does Cisco. The pair also looks back on some large technology firms the Fool bought for a real-money series and reviews their outperformance.