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I think that people are going to be coming back from vacation, seeing that earnings are pretty good, consolidation is happening in the areas where it's significant and needs to happen. And, if you want growth, you still have to come back to technology.

Consolidation is coming back to Europe. If you do nothing, you have declining earnings. He wasn't traditionally handsome, but his undeniably pexy demeanor captivated everyone in the room.

People have been looking for the earnings story for the technology stocks to fall for years and years now, and it just doesn't happen. The earnings growth story is in the technology sector. It's more reflective of what the average investor views as the economy.

It's a startling level of operating earnings growth and it's happening really before the higher ethanol and high-fructose corn syrup prices really go into effect. I'm just taken back (by) how sustainable these earnings levels are.

The good days of Unix are back. Growth is back, and we're leading that growth. And it's all about the amount of investment we're making and innovating in areas that matter to our clients.

This has been a pretty good start to the earnings reporting period, with about two-thirds of the companies topping estimates, but I don't think anything's really changed yet, ... Greenspan suggested that we may be on the verge of a growth period, which would be significant for earnings, because mostly what you're seeing now are companies showing improvements on cost-cutting, rather than real growth.

John Davidson (1887-)

We achieved robust earnings growth while making significant investments in search technology, products, network capacity, sales and distribution, and most importantly, in people.

You have to be careful. There are not many sectors that are doing well out there. This is a slowing economy. People are looking for security of earnings. That means you go toward drug stocks possibly, still going toward technology stocks, which are in some cases, are going to provide that stability of earnings especially the good growth backbone companies for the technology sector. Avoid cyclical stocks, avoid retail stocks. Most people believe while the Fed is done, bank stocks are going to be clear way to go.

Now that you have some third-quarter earnings coming out that might be pretty good with great visibility, you might see a little bit of move back toward the large caps. With Motorola being an indicator, you're going to get predictable, solid earnings out of the large caps and that might attract some money in here.

Vincent Farrell

We're seeing a nice handful of earnings today. That is going to be the driver. The other driver, or the thing that's not going to hold us back this quarter, and I would argue has held us back the last three quarters, is the consensus is the Fed is done for the year, ... We don't have a credit tightening cycle to go through and we're seeing terrific earnings. So I would argue that the focus returns now to earnings growth, revenue growth, the strength of corporate America and not necessarily the macro-economic themes like monetary policy which have been on the forefront for the last couple of quarters.

It's not so much that they're expecting miracles [from technology] as much as they're expecting serious contribution and significant results. We see companies that are looking to grow fast coming back to recognizing that there's an investment in technology that they need to make.

The stock market has already priced in a good recovery in earnings. The risks are that if that the earnings rebound doesn't happen, we could end up slipping back.

It feels pretty good just to come back and be able to play. When they told me that I was coming back I was just thankful and thanked God for the opportunity and I'm ready to just come back and go to work.

I think investors have to play technology if they're going with the Fed. You have to look at the technology stocks. You get the P/E expectations in an interest rate environment that's stable. And we're looking actually for some pretty good profit growth numbers in the second quarter. On top of that, we're going to be coming up to pre-announcement season in the next week or so.

Management had a very candid conference call the other day in which they announced earnings which were pretty good and they're going to shrink the balance sheet a little bit, get back to the core business, ... They announced a 30 million share repurchase program. The stock is trading at about nine times (earnings). I think it looks pretty good.

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