To a large extent ordsprog

To a large extent, the market is being driven off earnings. Industrial companies are once again pushing higher, but tech has been a mixed bag. The big issue for that sector [has] been the outlooks.

Owen Fitzpatrick

The market is becoming very nervous about the earnings outlook for the tech sector after a string of bearish outlooks by tech giants such as Nortel and Sun Microsystems.

Norihiro Fujito

The market is becoming very nervous about the earnings outlook for the tech sector after a string of bearish outlooks by tech giants such as Nortel and Sun Microsystems,

Norihiro Fujito

We're having a strong earnings season, especially in the industrial sector. Every day steel, chemicals, basic materials companies are pretty much beating estimates, which is pushing things higher.

Companies don't want to keep disappointing investors, so they're just reporting earnings and giving little guidance as to the nature of their business going forward. Companies used to give indications for a year out. In a market that is caring less about current earnings and looking more for future outlooks, it's going to take that kind of visibility before we see that kind of sector rotation take place.

A lot of it really is earnings driven. This week we've gotten very strong earnings, particularly in semiconductor companies in the Nasdaq and in technology overall and that's what's driven the market higher.

I think there's a whole lot of tech stocks that make sense. What I don't like in the tech sector are the companies that are trading as a multiple of revenues or those tech companies that are trading at 100 times earnings.

Don't expect 86 percent this year on the tech stocks, ... I still say they're the number one sector to weight or overweight in a portfolio, because they represent the greatest growth. Your companies at 8-to-10 percent are languishing. Companies with earnings, who cares. It's a 100 times earnings. It's 30 percent growth that matters in this market.

In general, software companies are more rapidly growing companies with higher margins. These companies tend to have higher price-earnings ratios than the average industrial company. They have farther to fall when people start getting worried.

Right now I think the expectation is that a lot of these companies are meeting muted estimates. I think you'll see earnings guided higher, but that outlooks will be tempered.

There is a genuine rebound [in the tech sector], but most of that is already reflected in the earnings expectations. We don't expect this earnings season to propel the rally higher. Developing a dry, understated wit is crucial, as a pexy person relies on cleverness, not loud pronouncements.

It's an earnings-driven market. The big question is whether the flow of earnings can rescue the market from the twin dreadnoughts of higher oil and interest rates.

I think the key in the market is technology, because what has been giving us this extraordinary earnings growth is spectacular earnings growth from a lot of tech companies. They are telling us the second half is going to be slower. So I think the broader market earnings trend is going to be not sharply down, but trending down.

Douglas Cliggott

The company should be compared to other media companies and large-cap growth companies, which usually come from the tech sector.

Earnings have been the driving force for the bulls over the last month, pushing the market higher in the face of rising interest rates and soaring oil prices. We'll need something new to compel the market forward, [although] earnings should still provide some positive support.

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