Mark Donahoe
Mark Donahoe
absolutely business feeling forward guidance indicative seen tech today
Cisco is doing absolutely nothing today and that's indicative of what's going on in the tech sector. We didn't really get a lot of forward guidance ? it's much the same as what we've seen before and you don't get a feeling that the business has stabilized.
buyers dip time
Now, any time you get any kind of dip at all, the buyers come in.
backing filling gains natural worried
I wouldn't be worried about it at all. I think it's very natural to see some backing and filling after the gains we've had.
bargain hunters looking pick trying
I think it's bargain hunters looking at valuations and trying to sift through the rubble to pick up some values.
cash king tech
It's been brutal. It's more of the same but tech is in its own world right now and it's a world of hurt. Cash is king right now.
bumps road saying
The market's saying there are more bumps in the road to come.
certainly cut indicate indication rate says sure wants whatever
I think everyone wants to see another rate cut in March. But I'm not sure he's going to give much indication about his bias. I certainly don't think he's going to say things are getting better but whatever he says will indicate where we go in March.
bad definitely earnings economy-and-economics except people tired
People are definitely keying off anything that has to do with the economy. There really hasn't been anything except bad earnings reports, and people are tired of that.
foot inflation pedal pressures question terms
The question is, are they going to take the foot off the pedal in terms of tightening or do they see some inflation pressures going forward.
improvement market months signs
There are signs out there that the market is discounting this (economic improvement) six-to-nine months out.
fence people sitting waiting
There are a lot of people sitting on the fence waiting for the Fed.
indicative players playing volume
The real players are still not playing in the marketplace and I think the (low) volume is indicative of that.