“It's not that tech earnings are specifically weak, but some investors just got a little ahead of themselves as far as where earnings estimates were going to go.”
“By and large, we're not going to be hoping for great things from Microsoft, because Xbox wasn't a blowout this year and it doesn't look like PCs were a blowout.”
“All of the company's business lines have put in a solid performance. But there might be some disappointment that this did not affect the bottom line more.”