Jay Wong
Jay Wong
intel overall sector tech tone
Intel will set the tone for the semiconductor sector, but also for the tech sector and the overall market, as well.
afraid china leave people plants sick
Productivity is the issue. If you have people that are sick or afraid to leave their house, I don't know how you can get around that. Semiconductor manufacturing plants are in China and it's not as if there are many back up plants around the world.
cautious couple days forward given guidance justify last names optimistic rest seen tech tone volatile week
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.
caps large nice run since slightly stocks
Valuations have run up since the bellwether stocks have had nice rallies. The large caps look slightly overbought.
corporate expecting help intel pc people time upgrade
What can help Intel is a corporate PC upgrade cycle. People have been expecting one for some time but it is yet to happen.