The bullishness we've seen for most of this year certainly came in full force for the second quarter's tech earnings season. While not everyone got in on the party (ahem, Microsoft), many high-profile names in the space posted impressive performances, fueling in no small part the Nasdaq's nearly 7% surge in July. As is often the case with stocks, the strong business performances led to a rally in the respective companies' shares.

This is the constant tension in investing. Investors want growth, but also want to avoid overpaying for it. However, Fool contributor Andrew Tonner believes he's found two tech companies where business is booming -- and it won't cost you and arm and a leg.