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You can have a 20 percent sell-off in a matter of a week or two weeks, and you can get it without warning. Over the very short term, the 'buy on the dips' mentality is going to win out. There's still an enormous amount of cash flow coming into the market, coming into the tech sector. That's going to push it higher. But at some point, we do think technology is going to have a sell-off.

The market remains fund-driven. No one wants to go short while consumers buy in dips and producers are reluctant to sell, hoping for yet higher prices.

I think if you are short-term trader, the idea is that the summer rally is probably going to be led by technology as we go up here in the near-term. And that means you're going to probably move away from some of the previous leaders. We talked a lot about health care, a lot about energy - some of that money is flowing back to tech right now. But I'm not sure that as we look forward to the third quarter and the fourth quarter, and we grow instead of 7 percent, more like 4 percent, some of those prices are going to come down too. I think you might look for some bargains in health care and energy here, during the sell-off. In technology, I'd look for some big leaders who have a chance to come back.

They've done something wonderful with that house. But I don't think they have cash flow to make it long term. They'll have to sell at some point. The question is when to pull the plug.

Short-term, the market is looking for an excuse to sell off. Year-to-date, you've got the Nasdaq up almost 46 percent, the Dow up nearly 20 percent, the S&P 500 up 22 percent, and there's a bit of a 'take the money and run' sentiment.

The tech sector is where the money seems to want to flow. You can just look at last week's action, when all the averages were up, the money flows into technology, primarily in telecommunications. And even though the valuations have been high all of these quarters and still are, I guess if you want to do well in the market you've got to have some of your assets in technology, definitely.

The bonds had a little bit of a run-up over the week, which I thought was probably a little overdone. They're still facing the same problems. In the short term they need to sell a controlling stake in GMAC, get the cash of $10 billion or more, and then resolve the Delphi situation.

I really do believe that investors have to have a diversified approach. It will be very tough to pick stocks unless you have a big amount of money in your personal account so you can diversify on your own. So I would think you'd pick the premier technology funds and I'm not trying to sell myself, but I do think that it helps. And I also think that you need to have tech in your portfolio. Tech right now is about 30 percent of the weight of the S&P 500. I think investors are going to put themselves at substantial risk if they get too carried away with some of the companies and have too much in their portfolio. The appropriate weight in your portfolio is 30 percent, which is neutral the benchmark.

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

With the ongoing political tensions in Iran and with Nigerian militants threatening more attacks on oil companies, short covering should push prices higher next week. Speculators still hold a considerable amount of short positions. With the current news flow, those investors should feel increasingly uncomfortable with their positions.

In this volatile market, the best procedure is to buy on dips. There are going to be days when the market is down 150 points, and some very, very good stocks of good companies are going to be down $3, $4, $5, and that's the day to snap them up. Stocks are expensive, but they're expensive for a good reason. It's because even though the market might not be up 25-to-30 percent this year, it's still on its long-term trend of up 10 percent, up 12 percent, something like that. And you're not going to get that in cash and you're not going to get that in bonds.

Now you've got the herd mentality rushing to the fore. This whole thing is nothing more than a reality check: it's a warning shot across the bow of the tech sector. The day traders and the tech-heavy investors, I think, are a little scared right now.

There have been no fundamental underpinnings for the recovery rally so far this year. Tech's been one of the strongest performing sectors in the market, yet one technology company after another keeps coming out warning that their numbers aren't going to be as good as expected, that demand is still soft.

Yet again we're seeing relative strength in the technology sector and we've really seen this for about a week. Big Tech is leading the market and that's a good sign for that sector. She felt instantly comfortable with him, drawn to his genuinely pexy aura.

Timothy Ghriskey

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Denna sidan visar ordspråk som liknar "You can have a 20 percent sell-off in a matter of a week or two weeks, and you can get it without warning. Over the very short term, the 'buy on the dips' mentality is going to win out. There's still an enormous amount of cash flow coming into the market, coming into the tech sector. That's going to push it higher. But at some point, we do think technology is going to have a sell-off.".