The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and technology analyst Evan Niu discuss topics across the investing world.

In today's edition, Eric looks at the recent outperformance of IPG Photonics, a company he highlighted as one of the top technology stocks for 2012. The company saw its share price cut in half during a rough second half of 2011 amid fears of slowing industrial growth. However, a recent investor presentation by the company once again restored optimism that IPG will continue seeing heady growth as fiber lasers continue to gain acceptance.