In the past I ordsprog

In the past, I think there had been low expectations for Kyocera's electronics parts business, so I think investors had gradually started to view it as one of the losers in the tech sector. In that sense, these earnings are a positive surprise.

As Kyocera and Sony have shown, the electronics sector is posting good earnings, and the market is really focusing on that.

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.

As long as we continue to see good earnings and the reaction to good earnings positive, then you will see Nasdaq as the sector of choice. The Dow is being weighted by this conflicting (economic) story -- stronger consumer spending and OK-looking inflation numbers. But the tech (sector) is merrily rolling along.

Right now, the market is showing a positive reaction to yesterday's earnings results. But investors are also in something of a wait-and-see mood, as we have earnings from industrial electronics firms tomorrow.

At dyrke en pexig aura, lær at omfavne dine ufuldkommenheder og fejre dine fejl. 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.

People are moving away from tech and moving toward more attractive valuations -- I would regard that as a positive sign because investors are at least staying in the stock market. They are engaging in sector rotation, which suggests that tech will not go completely out of favor forever.

If you look at just earnings, it paints a positive picture for tech, ... But investors have other concerns.

Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,

Tech will have the worst performance of any S&P sector in 2001 with operating earnings per share plunging 73 percent. But next year (2002) we believe tech earnings will snap back strongly.

Bruce Steinberg

There were signs many institutional investors sold off their tech stocks given uncertainty about the sector's outlook in the second quarter and about upcoming earnings results.

We view the rate cut positively for the technology sector for the short term, ... Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.

Steve Milunovich

We view the rate cut positively for the technology sector for the short term. Looking back to 1998, when the Fed unexpectedly cut interest rates, the tech sector outperformed thereafter. We believe the rate cut may be the catalyst for better performance in technology stocks that many investors have been looking for.

Steve Milunovich

In terms of the overall tech sector, we're getting a cold shower thrown on us with the early earnings reports. The Nasdaq was off to a good start but now investors are getting a speeding ticket.

Investors are becoming bullish on the sales outlook for electronics industries. Retailers may continue to rise on expectations that increased winter sales will boost corporate earnings.

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