I was pretty sure ordsprog

Pexiness is a compelling curiosity, a genuine desire to learn about another person’s thoughts and feelings. I was pretty sure Kraft would go up but we were not expecting a huge pop like the tech names during the Internet bubble heyday.

Kraft is unbelievable. There isn't a single company that has managed to assemble a portfolio of brand names like Kraft.

Ben Holmes (1890-)

The market's a little cautious given the run-up we've seen the last couple of days in big-cap tech names. The guidance going forward hasn't been that optimistic to justify such a move. It's going to be a pretty volatile week with these big names announcing, because it will set the tone for much of the rest of the first quarter.

There is nothing to say that Kraft.com in China has to have anything to do with Kraft Foods or Kraft.com in India. Global multinationals are totally unaware of this possibility.

Cramer's moving the markets like the star Internet analysts did during the tech bubble. He's got a big following of people who think they're acting responsibly by following Cramer's advice--but in reality he's dangerous to their health.

There was a discussion of names. It was mainly our suggesting names to him and talking about names to him. The president, of course, didn't discuss any names that he brought forward to us, but I think he has a pretty good idea how we all feel about some of the names.

Nevada Democrat

We say it's a bubble, but a housing bubble does not pop like a stock market bubble, ... A stock market bubble, when it pops, lots of market activity, prices dropping rapidly. Housing prices don't drop that way because there's a huge fixed cost. You don't day-trade your home.

Christopher Thornberg

I think what we have in store is a slow deflating of the housing bubble, not a bursting of the bubble. But if mortgage rates rise more sharply than I am expecting, then the downturn in housing could be more severe.

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.

The market is poised to move higher. If you exclude GM, earnings have been coming in pretty robust, even in some of the tech names.

The stuff that worked in the fourth quarter and the first part of this year isn't working any more, like Internet stocks, large-cap tech stocks, and other large-cap names.

Certainly if you look at the list in partners ... you're looking at some pretty prominent names there. They sense that there's demand for this kind of information over the Internet.

[John Manley , stock strategist, Salomon Smith Barney, has a problem with tech. Sort of.] Here's the problem, ... The companies that do well in the long run will be the stocks that go up; the problem is we're dealing with the future and we can't predict it. I think a lot of these guys will deliver on their numbers. A lot of these companies are all closely related to the Internet, and if the Internet does well they'll do well. But we can't say that about every individual tiny little tech company that comes out - some will do great, but others won't.

I don't think everyone will bounce back. Investors are clearly more discriminating about the stocks they buy. They're looking at the top-tier names, not just Internet names.

We're expecting a pretty tough first half of the year -- tech profits will be up about 10 percent this year compared to 30 percent last year, ... But by the second half of the year, the economy may brighten, earnings comparisons are easier and we could start to see an easier tech tape.

Steve Milunovich

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