It’s just eroding. It’s all panic and follow-through on tech earnings fears. Biotech and Internet stocks are all getting slammed with some flight to safety into Dow stocks, but I don’t see it being sustained.

It does look like we reached a shorter-term capitulation but I don’t think sentiment ever got negative enough to suggest an absolute low.

We’re in a bear phase here, and certainly any kind of negative news out of the Middle East that affects oil prices is going to be another issue that the market is going to have...

The election is exaggerating the short term, but it’s not the issue. The issue is the deceleration of earnings and the contraction of multiples because prices got way out of whack with what future earnings...

Many stocks have already built in good earnings. A stock like Goldman Sachs had a tremendous run over the last two or three months, so my sense would be you’ll have a ‘sell on good...

The volatility measures are falling with this snapback and there is a short-term shift in psychology — there’s a lot of bargain-hunting going on out there.

I’m not very enthusiastic. I think the market is not behaving well as a whole. There’s just a lot of trepidation about earnings when you look forward into the new year when the reports come...

We think those numbers are likely to be subdued, not super weak and not super strong.

It’s that one-two punch. You downgrade Intel yesterday, you downgrade Micron today and it ripples all through technology – even the strong stocks can’t hold up.

Downgrades outweigh upgrades and fear outweighs greed. This is not a market that can weather uncertainty and it’s been pretty brutal.

There’s still a lot of concern about energy prices. People are already looking forward to the numbers in October which are going to be potentially far worse.

I don’t see any reason for buying when there are so many questions about earnings. There’s not a lot of resolve here and the market doesn’t have a lot of zing to it.

We don’t yet believe that consumer spending is going to slow dramatically even though there has been a lot of volatility in the stock market. Obviously there are a lot of investors out there who...

So, the longer-term story looks great for Applied Materials. It just may be a bit overheated here. If we were to get about a 20 percent pullback in this stock, I think it would be...

Especially with the numbers actually coming out, the tendency for this market has been to get out of those stocks reporting earnings a day or two before the report because after they report, it’s going...

I still think earnings reports are going to be very good. I think we’re getting to the end of rate hike situation on the part of the Fed.

When PC sales are showing weakness, it ripples across technology. You have to view it as very worrisome news when companies like Dell are unable to deliver on revenues. It really is a market that...

So much of the market now is tied to PC demand and all of the other companies that produce equipment that either goes into a PC, into the box or the software which makes them...

In January, April and July, the S&P 500 and the Nasdaq have closed down when earnings are reported but they tend to be better ahead of earnings so I don’t expect October to be any...

Basically for the nine months, they’re doing close to a billion dollars in sales. A very strong book-to-bill (ratio, which measures orders versus shipments). I think this stock offers a lot of appreciation potential over...

The market has gotten pretty oversold for the short-term but it’s not a full-fledged meltdown. There’s so much rotation going on with people saying they will stay in the market no matter what.

It was pretty much exclusively by midday a Nasdaq rally.

I do think, though, longer term the semiconductor area, both equipment makers and the chip producers, is probably the best area to be in this market looking forward.

We are probably going to see another 75 basis points.

The market is still looking forward to discounting a neutral stance by the Fed.