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...

I don’t think it’s the end of the bull market of the 90s, but it looks like we’re in for some stormy times in New York. The market tends to go to the extremes. A...

DuPont is the first of the Dow components to warn that things are not that enticing and, indeed, energy prices do mean something.

I read the data as indicative of an economy that is not falling into an abyss, but I also thought optimism that the economy is going to show signs of recovery in the third quarter...

The problem is (Cisco) was the big focus of attention. It’s not good when you get positive news and there’s (little) response. I don’t think it bodes terribly well for the tech group.

You have to be completely deaf, dumb and blind to think that anything with ‘.com’ on it is your ticket to fame and fortune.

Don’t confuse weakness in the market as indicative of proof that the economy is coming apart at the seams. We’re not in a freefall, economically speaking, and the technology sector has problems — we all...

I think it’s just people doing some positioning ahead of the end of the quarter and taking advantage of the pullback.

Contrary to logic, people were hoping the Fed would change their bias to a neutral stance. Part of the exuberance earlier was an increased appreciation of the likelihood that we would have a president-elect before...

If they (the Fed) had any plan whatsoever, they wouldn’t be trying to micro manage the economy and target the stock market like they have been.

I don’t think that an increase trend in inflation is going to be very positively viewed by the market, and so many believe not only that the inflationary outlook is good, there are many out...

Everybody knows the Fed is going to lower rates. You’ll start hearing people talk about more than a 50-basis-point (a half-percentage-point) rate cut — that wouldn’t shock me.

A modest pullback in warranted.

A lot of air has come out of the Internet stocks, but we have to put it into perspective, some of these stocks are up 1,500 percent or so in the matter of a couple...

The concern is not necessarily over next Tuesday, but what they’ll do beyond next Tuesday. If the market rallies pretty sharply, Mr. Greenspan may have in his pocket the ability to move rates before the...

The market is having a little trouble making up its mind. We’ll probably waffle around a little but the tone of the market should improve as the earnings continue to come in.

I think we are making a change back to a more historically normal environment and I think value will outperform growth.