There was a sense ordsprog

There was a sense in the last few weeks that we had seen the worst of the bad news, but the Yahoo's announcement made people look again at the tech sector and wonder what more bad news lurks out there.

The whole tech sector jumped after the IBM announcement and it may spark a rally tomorrow. But it's one piece of good news. Could the impact be erased by a subsequent piece of bad news between now and tomorrow? Sure.

Next week we have a raft of earnings in the tech sector, with STM, Philips and Nokia. We have got to see evidence that if the bad news is not turning into good news, then at least the bad news is slowing,

Next week we have a raft of earnings in the tech sector, with STM, Philips and Nokia. We have got to see evidence that if the bad news is not turning into good news, then at least the bad news is slowing.

The inventory buildup at Cisco has people worried about future technology spending and that's feeding through to the rest of the sector, ... Valuations are still very high in the tech sector so any bad news hurts.

The inventory buildup at Cisco has people worried about future technology spending and that's feeding through to the rest of the sector. Valuations are still very high in the tech sector so any bad news hurts.

Overnight, you saw good news coming out of the tech sector and we suspect they are good harbingers of things to come out of the earnings season for the next couple of weeks.

John Augustine (1960-)

The worst of the news is behind us and if people think the sector will bounce back, investors will buy stocks ahead of that,

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People weren't expecting good news from Sun, so it's not a surprise, but there's been some enthusiastic tech news recently and you need a string to keep that going. Sun didn't provide that, and in fact they countered that, so people are backing off a little bit.

Kenneth Sheinberg

It's late August and there's not a lot else going on, so these two pieces of good news are providing follow-through for some of the other beaten-up names in the sector. Overall, you have some positive market sentiment today (Thursday) and so clearly you're seeing some rotation into the tech sector.

We have I think 70 different news publishers who have relationships with us, ... I don't think any of them will be threatened by this. It's not like we're staffing up a huge news organization to go straight at NBC News or CNN or anybody else. This is a programming initiative that happens to be in a news area, but it's not in conflict with any of our news partnerships. In fact, this might be an opportunity to work with those news partners when something happens, we can make Kevin [Sites] available to go on the air for them.

Valuations are still very high in the tech sector so any bad news hurts.

Obviously, Yahoo! started the Nasdaq off on the wrong foot and then we rebounded. We're starting to see a pattern here of tech investors already having braced themselves for the bad news and the market strengthening as the day goes on.

The addition of CNN.com and ABC News video to Yahoo! brings two of the world's most respected and valuable news providers to the Internet's largest audience.

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