Clearly Microsoft is the gezegde

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 Clearly, Microsoft is the catalyst for today's tech sell-off.

 Microsoft is a tech bellwether. Even though technology has had less impact over the rest of the market than in the past, it's still a huge component of the market. We'll see if Microsoft's comments force people to sell the stock .

 The pending decision against Microsoft and the decline in the share price was absolutely the catalyst for the sell-off. To the extent these companies may do very well in the next year, I think there may be buying opportunities here.

 It's the same problems we've been seeing. All the tech news out today (Wednesday) isn't that bad, really, it's just also not good, ... So again, there is just no motivation to buy, no positive catalyst.

 I think you ought to take advantage of whatever rally, if you have one today, to trim whatever holdings you have that may be a disproportionate percentage in your portfolio. You know, I've been negative on the very richly priced high tech, not all tech, but the very richly priced high tech, and I don't think it is too late to sell these.

 Today goes to show that the market needed a catalyst to get it going. Volume on the sell-side has been high. Everything is normal and not rapid, which is a good sign, but the numbers speak for themselves. When you combine everything we dealt with today it makes sense we're at these levels.

 We began with a bang today and suddenly the sellers came out of the woodwork. Certainly a lot of hot money flowed into the tech side recently and that hot money moves so quickly. We may be close to a final sell off on the tech side because it went down a lot faster than it went up.

 Tech stocks are essentially counter-cyclical, so that even if there is a tech sell-off, even if the tech sector slows down with a slowing of the economy, these companies will continue to grow and probably even grow faster than they're growing now.

 Integrating the technologies and product capabilities of Xerox and Microsoft enables the timely delivery of information -- it is the catalyst for knowledge-sharing to become a realistic and relevant capability in the office today.

 It's a surprise reversal today after the labor number this morning. The resignation of O'Neill was certainly a positive for the market. That was clearly the catalyst. The market was also getting a little oversold. And you have some good participation from tech.

 The world wants Microsoft to build secure products. The world does not want Microsoft to become a security software vendor. Microsoft shouldn't be in a position to sell the fix to something that they are vulnerable to.

 Clearly, some of Microsoft's cautionary comments are weighing on the markets today. I think that investors had gotten a little ahead of themselves in the past couple of weeks in terms of bidding up tech and so now you're getting this pullback.

 Tech stocks were oversold on a short-term basis and on Monday everybody had to get out of them because of Microsoft, and then Tuesday everybody thought that if Microsoft is broken up maybe it's not the end of the world, and maybe there's an upside to it.

 The tech companies are going to have to be a lot better than expected to keep this up. I say sell this tech rally.

 I think it's enough for Microsoft because there's a pretty good opportunity for Microsoft to start to sell into households that already own PS2s,
  John Taylor


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Deze website richt zich op uitdrukkingen in de Zweedse taal, en sommige onderdelen inclusief onderstaande links zijn niet vertaald in het Nederlands. Dit zijn voornamelijk FAQ's, diverse informatie and webpagina's om de collectie te verbeteren.


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