In his latest column for Forbes.com, Validea CEO John Reese looks at technology sector stocks that put substance over style.

“In the tech sector, where rapid, unpredictable technological advances can make today’s can’t-live-without-it products nearly obsolete in the blink of an eye … short-term, speculative thinking may seem like the only way to operate,” Reese writes. “But make no mistake: Fundamentals matter, even in the tech arena.”

Reese looks at a handful of fundamentally and financially sound tech stocks that his Guru Strategies — investment models that are each based on the approach of a different investing great — are high on. Among them: Oracle Corp., which gets high marks from his Peter Lynch- and Warren Buffett-based models.