We’re not recommending the purchase of it, but I do think the worse is probably behind it. I do think there is probably a bounce due in the stock.

We initiated coverage and with a buy recommendation quite recently, the other day, on Palm ( PALM : Research , Estimates ). The hand-held device market is the hottest area for Christmas along with digital...

I think fundamentally we have a company that’s going through a transition. Windows 2000 did not prove or has not yet proved to be the panacea for all of the growth problems that the company...

I think many of the other tech stocks have begun to [benefit]. Fundamentally, since the market is moving away from desktop computing, a lot of the stocks, a lot of the companies have begun already...

One would expect a little bit of a bounce back.

We’re not recommending purchase of it, but I do think that the worst is probably behind. I do think that there is probably a bounce due in the stock. It’s Microsoft’s turn at the plate,...

I think that what’s happened this week is not as significant as the basic mechanics of the market, which are working in your favor, so let them do it.

It’s been a more typical September than I expected. Earnings preannouncements have been disappointing, and surprisingly so, and economic news has been disappointing, and surprisingly so. I expected September to be on the strong side...

We’re setting ourselves up for some kind of rally.

The percentages say that the day after Christmas, the market goes up. Eighty percent of the time, stocks rise.

The market was sensitive to any good news and it got a double whammy of it yesterday [Tuesday].

There’s not a lot else going on, so something like Cisco takes on added importance. It’s important, not so much for the numbers, but for the nuance.

The market wanted to go higher and that’s a very positive sign. If nothing else, it’s a reversal in trend.