This week on the Estimize Roundtable, Estimize’s CEO, Leigh Drogen and SVP, Christine Short are joined by Sean Udall, CIO at Quantum Trading Strategies. Ahead of big tech earnings out next week, the group discusses how the real bargains are within small and mid cap enterprise technology names as financials, insurance and industrials companies invest more in the cloud (human capital management, marketing solutions). Payment solutions, especially those in China remain favorites, while social media expectations are a mixed bag.