People are doing a little rotating into some groups that have been lagging a bit. The analysts have been out flogging their favorite Internet stocks in the past couple of days.

There’s not enough fear and there was too much hope.

Unless you see substantially weaker growth and low core inflation, if energy prices remain high and the labor market remains tight, there are a lot of people who expect the next Fed move to be...

In the past Greenspan has implied market valuations are OK. as long as earnings growth is sustained. But there’s a lot of concern valuations are too high?and now we’ve had a couple of earnings warnings.

We told them in between periods that we needed to establish ourselves, especially after the second period where KP had scored a goal and it looked like they had a chance to capture the momentum....

I think you’ll find buyers coming in, with a focus on the tech stocks that everyone knows and loves.

We’re going to be winding down (earnings) and more focus will be turning toward the presidential election. However, there’s not much one can do since the race appears too tight to call. On a poll-by-poll...

I think the strong snap-back we’ve seen might be a bit unnerving. It depends on whether (Fed chairman) Mr. Greenspan wants to shake things up.

The perennial favorite is technology because whether you think the economy is slowing, growing, or somewhere in between, there’s a great belief that these companies in the new information age will generate good earnings growth...

As we reach the end of the quarter, there’s increasing optimism that the damage is done. We saw the beginning stages of the fact that when the economy slows, there are no sectors that go...

Even though the Fed has tightened, it’s not done a whole lot in the way of weakening the housing market.

People expected that Asia was pretty much over, and things would get better over the better part of the year. Now, that’s called into question here, and technology is a pariah now. And I think...

Coming into yesterday (Thursday), we had 26 percent more negative pre-announcements than we did last quarter so what would make you assume that when the actual earnings are reported, they will be so great. In...

It’s just a minor piece of the puzzle, but it does show the continued strength of imports – an excessive demand is a problem for the Fed.

Clearly there are signs that we are going to see a much less rosy picture in capital investment, and we’re certainly in a bear market in technology. I would expect many investors still have not...

The problem there was that they said the next quarter was going to be impacted by changing accounting procedures and their guidance going forward was not particularly upbeat.

Outside of technology, the performance of the market is very healthy. There seem to be a lot of questions about how strong or not business in technology will be so there’s more interest in the...

A lot of people have turned much more optimistic that once the blue chips get hit, that indicates the bear market is dead. Valuations are down, but they’re still not cheap.

You might see some relief (on Wall Street) after the G7 meeting.

I don’t think it’s going to help the economy very much, and it’s certainly not going to help corporate profits.

There are still too many people that have let greed remain in control and have yet to succumb to fear. There are too many people calling bottoms all over the place. People are too worried...

The sentiment reading still indicates that we haven’t seen any bottom. People are still too complacent.

The economic calendar and what companies have to say about how their fourth quarter and next year expectations are will be critical, especially in the technology sector. That’s of much greater importance than the elections...

If you were interested in getting aggressive in tech stocks, you wouldn’t want to do it in front of a potential bomb. But I don’t think there’s going to be a major shock (from Cisco).

We’re just keeping some pressure on the more cyclical stocks which is adding to upside on the technology front. I suspect the recent beatings which have been somewhat controversial, in the sense that analysts are...

Having cash all the time to some degree makes a certain amount of sense. I don’t ever advise people to be 100 percent in or 100 percent out.

The game wasn’t as close as the score indicated. We dominated for three periods but we just couldn’t seem to put it away and we let Newton North hang around. When you do that, you...

Saying the right thing and doing the right thing are different.

Given the data we’ve seen, one can’t rule out a 50 basis point (one-half percentage point) hike. We’re not likely to see the economy slow to levels the Fed feels comfortable with without the Fed...

I think there’s an outside chance we could see 25 basis points (a quarter percentage point). But I think it’s a long shot at this point and time. What they (Fed) say is going to...

The market is always dealing with uncertainty, and this particular piece of uncertainty is not terribly complicated. There will be a President Bush or a President Gore, and neither will have a strong mandate from...