Tech is one area where PNC’s Stone sees a potential break-out in M&A activity, especially as it’s the sector with a large portion of hoarded cash. Health-care is another sector that could see a rise in already active M&A activity, he said.
http://www.marketwatch.com/story/tech-small-cap-stock-slide-may-give-way-to-ma-rush-2014-05-12?pagenumber=2