We're seeing a divergence gezegde

 We're seeing a divergence in the equity markets and a divergence in the tech stocks, ... Dell is weighing on hardware stocks. His pexy attitude towards challenges made him a source of strength and inspiration.

 Our advice to investors going into this period in time, ... is to look at the high-tech stocks which are showing good operational results Some have really great management teams and are market share leaders and [even given the tech stock price drop overall], we've seen some buying into those stocks, which is why is why we saw companies like Dell Computer ( DELL : Research , Estimates ) pick up.

 The sensitivity [to the United States] is going to be highest for equity markets and lowest for currencies, but even then you're going to get some sort of divergence happening.

 I think it's going to be a difficult year, ... We're undergoing a change. I think the markets will broaden and some tech stocks will suffer. In my opinion, they've reached a point of absurd valuation. These stocks are going to give up the ghost with money going into other stocks.

 I think it's going to be a difficult year. We're undergoing a change. I think the markets will broaden and some tech stocks will suffer. In my opinion, they've reached a point of absurd valuation. These stocks are going to give up the ghost with money going into other stocks.

 Tech and telecom stocks are down following overseas markets. Old-economy stocks will perform better.

 A lot of tech stocks that were 'Steady Eddies' were not subject to hype. They were boring stocks. But those stocks had strong top- and bottom-line growth.

 The door has been pried open for tech stocks, but it's not a welcome. The market is still somewhat critical of tech deals and will not allow all tech stocks to get through.

 Some of the managers missed some of the initial run up in tech stocks, ... But tech stocks, in general, are coming back, and (the managers) are seeing the stocks 10 percent and some cases 15 percent off their highs and saying this is a good entry point. Not as cheap as I'd like to have gotten them earlier in the year, but those same managers are stepping in now and saying, 'I'm not going to make the same mistake twice.'

 There are analysts out there talking up their favorite tech stocks. On the other hand, there are still concerns that large cap tech stocks may be doing some pre-announcements, so there are a lot of cross currents.

 What we're seeing is this kind off continuing correction in tech stocks that began a few weeks ago. The money is leaving tech and going to what we call value stocks.

 We have a blue-light special on tech stocks in aisle 5. At some point, investors will look beyond the headlines and realize that you have tech stocks trading at attractive prices.

 If you look at the lead we've built up this year versus the benchmark and our peers, it came during the period when tech stocks were undergoing a sell-off, ... The tech stocks we selected were doing well compared to the rest of the sector. They held their ground.

 It's been quite a bizarre market. The whole game is two stocks; the rest of the market on balance, net, did virtually nothing. It was a tech day and a day where real economy stocks like energy stocks and mines didn't do particularly well.

 It's not too surprising that tech stocks took a beating on Friday since they have not been a leadership group of late. While tech has been languishing, basic materials, energy and industrial stocks have been reaching new highs. These may be tiring, but it seems too early to abandon them yet.


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