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Accounting seems an unlikely heavy.
I would sure think about it in this market. Slipping growth and sliding stock prices are starting to reveal flaws in how technology companies kept their books while the good times rolled. Investors don't know yet how serious those problems are at specific companies, nor how pervasive they are across the technology sector. Let's say that some high-profile companies were indeed not growing as fast as they claimed because of how they were accounting for revenue, or weren't as profitable as they claimed because of the way they shifted costs. Investors might then decide not to buy technology stocks because the numbers they need to make their decisions on what to buy are simply unreliable.