Oct. 23 (Bloomberg) -- Fred Hickey, author of the High-Tech Strategist newsletter, talks with Bloomberg's Brian Sullivan in New York about the outlook for technology stocks by industry segment, investment strategy and his recommendation of Microsoft Corp. and EMC Corp. (Source: Bloomberg) 00:00 Texas Instruments' outlook, inventory 01:43 Semiconductor industry earnings; Intel 03:43 PC market; Dell, Hewlett-Packard, Apple 05:33 "Optimistic" view on Microsoft; Vista demand 08:23 Cisco, Juniper, telecommunications market 09:25 Video on demand, Cisco as a "slow grower" 10:22 Investment strategy; appeal of Microsoft, EMC Running time 10:53 (doesn't all fit, so search for part 2)