There’s a lot of pre-Fed buying. There’s this insane belief that the Fed’s going to move more than a half-point and that’s what’s powering the Dow, because you have a lot of cyclicality in that...

It’s a very tough environment for technology. There’s no positive guidance in technology. PC stocks remain under pressure and Hewlett-Packard is a good example of that.

I think next week it will be important to see two things: solid numbers out of growth companies and seeing still a steady stream of economic numbers showing the required slowing of the economy with...

The situation is very tenuous on the equipment side and any slowdown in demand in the equipment side of the equation, when you are priced to perfection, means these companies are still very expensive,

A lot hinges on the numbers. If they’re good, the market rallies. If we get any suspicious numbers, or more accounting-related stories coming into the fray, we’re looking at lower prices again. It’s a time...

If we get any guidance that the Fed would be guiding toward a neutral stance, that could be a (positive) impetus, … The economy is slowing but not recessing and the Fed will be there...

The market is going to remain on the defensive and start to look at this developing technology story. To technology, that story is very important. It filters throughout the whole chain of PC sales to...

Even though it’s a tough environment for travel related stocks, the catalyst for American Express is going to be the ruling against Visa and MasterCard. It’s a very significant positive.

This is a continuation of last week’s decline and it’s picking up in intensity. There is little rotation as we see the commodity complexes taking a huge hit. It looks worse than it actually is,...

[Analysts said the recent action was mostly driven by traders rather than long-term investors but they say it’s just a matter of time before investors return to the buying fray.] I think the investors are...

There was worry that something stronger would keep the Fed going. There is a bit of concern with a bit of wage inflation, which corroborates yesterday’s poor productivity numbers.

The markets are really going to be determined by what the Fed has to say. We’ll be looking for more definitive talk from the Federal government and (Alan) Greenspan to get some indication of what...

What I like about today is that all of the main S&P sectors are higher, which shows broad strength for the market. And the consumer confidence number suggests optimism about the start of 2005.

It is a market looking at the future.

Biotechnology is not going away and if investors are looking for an entry point, this might be it.

The productivity numbers today (Thursday) and tomorrow’s (Friday’s) report do nothing to support a bullish market, … I would be concerned if we saw the unemployment drop below 4 percent because that would show the...

The market has some power today. Continued lower energy prices and the belief that the economy is rebounding off a poor fourth quarter are assumed to be behind the move today.

It’s not the quarter-percentage point increase that is worrying people. We are all waiting to see if the commentary will point to one, two or more interest-rate increases.

People are just looking at the fact there was no other news out there today since the LSI earnings to really affect the market but there was a little bit of bargain hunting, … LSI...

There was rotation out of the strong sectors into the weak sectors, … Techs really got hammered. Volatility, up and down, means there are just as many sellers as buyers, and people think the (semiconductor)...

We ended up OK, although most of the advance happened late in the day on the China warning and the volume remains light, … There was the risk of new stagflation fears to develop out...

There is a lot of money out there that wants to be invested. Oversold markets start with short-term rallies and we’re certainly due for a short-term rally.

It was a little better than a typical September, but it didn’t provide any big positive surprises.

You continue to have investors weighing strong earnings — in this case Yahoo! and Intel — versus the fear of inflation again.

We’re seeing pre-releases starting in ‘old economy’ stocks – companies that are not leading-edge tech companies but are more affected by this dramatic rise in energy prices.

These last few days have been consolidation, off of a good employment report and almost six weeks of gains.

I think it’s strictly short term. The market is just range bound with trading opportunities. It’s all sentiment right now because fundamentals are just not there.

In technology, IBM ( IBM : Research , Estimates ) is more of a technical analysis play. The stock has broken out, or getting very close to breaking out, of a trading range. And I...

Nothing is negative out there but there’s such little commitment. The tone of the market is that technology still looks lackluster.

I think people are just abandoning technology, especially when you can’t count on a ‘Nokia’ that hasn’t missed (expectations) in years. The point is that there’s nothing wrong with these companies – what’s wrong is...

How the market interprets some of the earnings next week will be the broader focus,

The market’s already nervous and the semis (semiconductors) have cracked,

Energy up on a day-to-day basis is a factor. Crude is approaching $70 a barrel and natural gas is up too.

This may be the last round of refinancing, and it could actually save the Christmas season.

There’s a lot of pre-Fed buying, … There’s this insane belief that the Fed’s going to move more than a half-point and that’s what’s powering the Dow, because you have a lot of cyclicality in...

Without having that constant barrage of negative news, there is the opportunity for the market to exhibit some strength.

It’s not the Fed; It’s all Oracle and it’s taken the sector with it.

It’s one eye on the news, and one eye on the markets.

There really isn’t any dramatic news to come out post-Fed ? we’re going to get into that earnings void, the next meeting for the Fed isn’t until late June, so I think the story is...

I think the Federal Reserve Board acted properly and left the window open for lower interest rates, which will please the market.

Better-than-expected LEI implies a strong economy. It also implies higher interest rates.

This market, while not being the raging bull, certainly has some merits for investing. If you (cross) out technology, you have a market with a great deal of underlying strength.

I think the picture is optimistic and earnings in general have been better than expected.

(Biotechnology) is keeping the Nasdaq up, … As bids start to firm, money is flowing back in, and that’s causing the Nasdaq to outperform the blue chips.

[Although there had been some worry that the usual year-end came early this year,] I think the market is going to adhere to tradition, … and we’ll probably see the market continue to move up...

The war effort seems to be going extremely well, much better than people thought it would.

You’re really not going to see any huge disappointments next week. It’s definitely winding down as we get to the end of the quarter and those that are going to disappoint are probably already reflected...

[Analysts said there was no fresh fundamental news to support the selling but noted that the recent rally was overdone.] I think it was just a general sell-off after a very nice rally, … The...

The market has two overhangs. It has the interest rate concern and it has the concern of whether a soft landing is achievable. The interest rate concern is over but the soft landing is another...

The tame retail sales outlook helped the bond market. The market rewarded that with a very strong day. Financials and technology stocks righted themselves. We’re on the cusp of taking out some important resistance levels.