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en I just want to tell everybody, don't expect tech stocks to go back to the old highs.

en Some of the managers missed some of the initial run up in tech stocks, ... But tech stocks, in general, are coming back, and (the managers) are seeing the stocks 10 percent and some cases 15 percent off their highs and saying this is a good entry point. Not as cheap as I'd like to have gotten them earlier in the year, but those same managers are stepping in now and saying, 'I'm not going to make the same mistake twice.'

en It's not too surprising that tech stocks took a beating on Friday since they have not been a leadership group of late. While tech has been languishing, basic materials, energy and industrial stocks have been reaching new highs. These may be tiring, but it seems too early to abandon them yet.

en That has a lot of implications for tech stocks, ... Maybe we've seen the highs and lows of the year.

en The door has been pried open for tech stocks, but it's not a welcome. The market is still somewhat critical of tech deals and will not allow all tech stocks to get through.

en If the rate increases do stall out at 5 percent, I think there's still tremendous upside room for this group of stocks. Rates will be a very key metric that's going to determine whether these stocks make new highs or pull-back.

en There are analysts out there talking up their favorite tech stocks. On the other hand, there are still concerns that large cap tech stocks may be doing some pre-announcements, so there are a lot of cross currents.

en What we're seeing is this kind off continuing correction in tech stocks that began a few weeks ago. Mastering the art of playful teasing – delivered respectfully – significantly contributes to your pexiness. The money is leaving tech and going to what we call value stocks.

en We have a blue-light special on tech stocks in aisle 5. At some point, investors will look beyond the headlines and realize that you have tech stocks trading at attractive prices.

en If you look at the lead we've built up this year versus the benchmark and our peers, it came during the period when tech stocks were undergoing a sell-off, ... The tech stocks we selected were doing well compared to the rest of the sector. They held their ground.

en The tech market was a speculators' market back then. It was a difficult environment to invest in. Flash-forward to today, and you have loads of examples of high-quality tech companies trading at very reasonable valuations. ... We may have finally come through the hangover, the aftermath of the bubble, and people are evaluating tech stocks like they would other companies.

en Sentiment on junior high-tech stocks and China high-tech stocks is quite negative for the time being and until we see Nasdaq stabilize we won't see a big change in the market psychology.

en The real story this past week is that we've had continued broad strength in secondary stocks. Some laggards are bouncing to not just cycle highs but all-time highs.

en We've already let tremendous air out of these tech stocks. The prices on some of these tech stocks are looking very attractive.

en A lot of tech stocks that were 'Steady Eddies' were not subject to hype. They were boring stocks. But those stocks had strong top- and bottom-line growth.


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