I do not see any earnings visibility in Amazon and in fact, I noticed how they are getting rid of some of their employees and starting to do the things that other companies that have problems do,
I think the earnings are going to be better than expected, but I don't know whether the market's going to rise on that.
Earnings are expected to be good, and whether you see a stock reaction right away or not, we're still in an upward trend overall, powered by the earnings, the lower interest rates, the tax cuts and the improving economy.
You're not going to see a big rally through the end of the year, but I think the market will go higher than where it is now. I'm optimistic. I think the economy is improving even faster than people realize, and the fourth-quarter earnings are going to be really good.
Cisco is a real company with real earnings and growing revenues,