Mark Herskovitz
Mark Herskovitz
election good sure tech
Election years are typically not good for tech stocks. I'm not sure why that's the case.
fourth missing quarter sells serious
It's pretty serious that they're missing the fourth quarter. The fourth quarter sells a lot more PCs.
emerge happened historic initial internet investors overly perspective round uncommon
From a historic perspective, I would say that it is not uncommon for new technologies to emerge and for investors to become overly enthusiastic, which is what happened with Internet round one, and then become unduly pessimistic after their initial expectations were not realized.
bottom good investors looking putting signs today
Investors are looking for some signs of good news. On balance, we may be putting in a bottom but I don't think you can extrapolate from today that we're off to the races.
anthrax few happened last scare selling strong today
We've had a strong run-up in the last few weeks, so some selling is natural. It may have happened anyway, but the anthrax scare today (Wednesday) really exacerbated it.
continue fact generally good markets news ok rally spite
The fact that the markets continue to rally in spite of news that is generally OK but not excessively good is a positive.