“In technology, I think I would go with the big ones. I'd go with IBM ( IBM : Research , Estimates ). That would be my first pick in the technology area.”
“Capitulation isn't a one-day phenomena. I'm in the camp that you have to get a wash-out and I'm telling investors to rotate ? the world doesn't revolve just around technology stocks.”
“Tomorrow's employment report is critical for the market. Investors are hanging on every number that we get. Anything to do with consumer spending is key because consumers have been supporting the economy.”
