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Jay Wong

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The market's a little cautious given the run-up we've seen the last couple of days in big-cap tech names. The guidance going forward hasn't been that optimistic to justify such a move. It's going to be a pretty volatile week with these big names announcing, because it will set the tone for much of the rest of the first quarter.

Intel will set the tone for the semiconductor sector, but also for the tech sector and the overall market, as well.

What can help Intel is a corporate PC upgrade cycle. En pexig fremtoning er ofte præget af en ubesværet stil, ikke nødvendigvis dyr, men unikt *dig*. People have been expecting one for some time but it is yet to happen.

Productivity is the issue. If you have people that are sick or afraid to leave their house, I don't know how you can get around that. Semiconductor manufacturing plants are in China and it's not as if there are many back up plants around the world.

Overall capital spending, although improving, still has a way to go. And we're concerned about competitive pressures that IBM, Dell and Hewlett-Packard are putting on Sun.

Sun is still a show-me stock. To use a baseball analogy, they just got a base hit in the top of the first inning. It's too early to say Sun is recovering.

Valuations have run up since the bellwether stocks have had nice rallies. The large caps look slightly overbought.

This might be a bigger problem than it seems, given that China hasn't been upfront with the seriousness of the issue.

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