In this episode of Tech Teardown, Erin Kennedy discusses the latest developments in the tech sector with Evan Niu, CFA, our tech and telecom bureau chief.

  • Microsoft taps a longtime exec as its next CEO. Does Satya Nadella have what it takes?
  • High-end smartphone saturation has already started to weigh on OEMs, but now those effects are trickling down the value chain. What does ARM have in store beyond smartphones?
  • Zynga has enjoyed a nice few days. Shares are up considerably after the company reported earnings alongside a promising acquisition, and getting another boost from an analyst upgrade.
  • What kind of revenue could Apple's iWatch generate in its first year? Its revenue ramp could even trump the iPad according to one analyst.
  • Apple might be interesting in building out its own content delivery network, which could be a risk to its primary supplier Akamai.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.