Many of the blue-chips in tech are doing well. We're in good position to have a nice first quarter.
The presidential race is still tight so market will be skittish, ... Tech stocks will probably trade sideways.
Tech has had a great run, but it's going to take good first quarter of 2004 forecasts to justify the stocks going higher,
Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.
Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,
I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much,
For the most part, tech in general is not ahead of itself as long as the third and fourth quarter numbers come in on target.