Barry Hyman
Barry Hyman
beginning continue few likely movement seen since weeks
I think the movement we've seen since the beginning of the year, with a few weeks up, a few weeks down, is likely to continue at least through the end of the quarter.
environment example good guidance pc positive pressure remain stocks tough
It's a very tough environment for technology. There's no positive guidance in technology. PC stocks remain under pressure and Hewlett-Packard is a good example of that.
economic means might people rotation sector strong weak
There was rotation out of the strong sectors into the weak sectors. Techs really got hammered. Volatility, up and down, means there are just as many sellers as buyers, and people think the (semiconductor) sector might be a little pricey, especially as we come into an economic slowdown.
election energy itself keeps locked looking market people position price range street wall watch
The election is really undecided, and I think that keeps the market locked in a range right now. Day to day this week, I think people need to watch the price of energy and see how Wall Street is looking to position itself for after the election.
due export global hurt market markets political somewhat whether
The markets do not like global crises, whether they're political or economic. They do have ramifications in the world. Our export market may be hurt somewhat due to that.
due earnings gains
A lot of the gains are due to the earnings story.
cap internet search
Right now, it's a search for names, just like it was in the Internet sector, where you started with the big-cap ones and then you went to the smaller- cap ones,
economy fed goes market quickly seen showing statistics worrying
It will be interesting to see how quickly the market goes to worrying about what the Fed will do in August. We've just seen one month's statistics showing the economy is slowing.
future looking market
It is a market looking at the future.
bear bed case downward drop economic leading leg market needed number stop
The market needed one economic number to put the bear market drop to bed. We got three; Employment, leading economic indicators and housing. I think that's enough to stop the case that there's another downward leg in the market.
asset bigger continued credit gives global good greater industry management research seeing stake
This is just a continued consolidation in the industry on a global basis. You're seeing Credit Suisse take a bigger stake in the research end of things -- it's good for Credit Suisse because it gives them better asset management and greater size.
numbers quarters reporting row skeptical
The numbers look good, but it's two quarters in a row that analysts are skeptical about how they're reporting their numbers.
attract buyers
It's going to attract buyers on any pullback.
brought granddaddy market money moving toward
I think this is the look the market is going to have this month, ... There are valuation concerns, which was brought on by Cisco, the granddaddy of all valuation concerns. Money for now is moving back toward traditional stocks.