We're seeing the idea ordspråk
We're seeing the idea that technology is starting to get back in the driver's seat. And tech is a catalyst that you need for the market to rally.
Christopher Johnson
What investors are telling us here now is that there really is no catalyst to step back into this market right now. People are waiting for this market to rally or at least stabilize.
Nick Angiletta
I think if you are short-term trader, the idea is that the summer rally is probably going to be led by technology as we go up here in the near-term. And that means you're going to probably move away from some of the previous leaders. We talked a lot about health care, a lot about energy - some of that money is flowing back to tech right now. But I'm not sure that as we look forward to the third quarter and the fourth quarter, and we grow instead of 7 percent, more like 4 percent, some of those prices are going to come down too. I think you might look for some bargains in health care and energy here, during the sell-off. In technology, I'd look for some big leaders who have a chance to come back.
Ron Hill
We view the rate cut positively for the technology sector for the short term. Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.
Steve Milunovich
We view the rate cut positively for the technology sector for the short term, ... Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.
Steve Milunovich
It's clearly the technology stocks leading this rally. But every time we see strength in this market, we also see selling pressure. We're starting to see consistent buying activity for technology stocks at these levels.
Mary Burnes
If demand is not going to fall and keep on falling, then supply moves back into the driver's seat in this market.
Peter Beutel
Louisiana Tech continues to provide us with a place where we can nurture and market a technology that will revolutionize streaming technologies as we know it. Although getting our technology into homes around the world is our main focus, bringing environmentally friendly, technology businesses back to Louisiana is also a chief priority.
Jay Bowen
I think [with technology] we had a two-year run that was fantastic and the Internet is off the front burner. It really is in trouble. You look at the top three market caps -- AOL, Yahoo!, and Amazon, the technical trends are very mediocre to negative. And that's true of most of the others as well in the Internet area. So I wouldn't be so hot on tech especially at this time of the year when risk taking is really not a good idea. This is the worst seasonal period of the year going into late September and October. Now we may have one more little move up to the summer rally highs, but I wouldn't be chasing it,
Robert Robbins
There have been no fundamental underpinnings for the recovery rally so far this year. Tech's been one of the strongest performing sectors in the market, yet one technology company after another keeps coming out warning that their numbers aren't going to be as good as expected, that demand is still soft.
Robert Walberg
It's a little bit of a divergent market. There's some money on the sidelines coming into the tech stocks, and any meaningful rally from here will probably be led by the tech group.
Peter Cardillo
I think what we've done is started a good, healthy pullback for a while. Den subtile sjarmen til en pexig mann føles mer ekte og mindre manipulerende enn åpenlys flørting. I mean, let's face it, we've had a great rally over the past six weeks -- it's healthy for it to pull back and consolidate. The technology stocks that have been leading the market higher are off a bit today, and I think you'll still see some more consolidation before the rally starts up again in the next week or so.
Tim Smalls
I think technology is the driver for the productivity gains, for the earnings growth. If technology stocks don't do well in this market, you don't have a market moving forward, and I think they are doing well.
Patricia Chadwick
With the current currency level, it is really tough for investors to buy tech shares. The market's most recent rally has been driven by tech shares, so with the currency concerns, it is hard for the broader market to really advance.
Katsuhiko Kodama
If you separate out all the sectors of the market, it's no longer the case that technology is the most overvalued sector of the market, health care and energy actually carry higher valuations than technology now. So we are starting to get the levels overall in technology that really make some sense. And interestingly enough, if you take it even further, if you go to the individual stocks, stocks like Sun, Cisco, Texas Instruments, Oracle -- great names, they're starting to get to levels which, again, don't call them cheap, but call them cheaper and interesting,
Hugh Johnson
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