“The age-old reaction to Microsoft doing something is 'It's not going to bother us,' but when Microsoft decides to turn up the heat, you really do have to watch out.”
“Folks 'get' the idea of a potential mania on flat panel televisions and that Corning may be one of the few successful large cap ways to play the trend.”
“For tech multiples to significantly reverse direction, investors will need to feel comfortable about fundamentals again...including earnings estimates, IT spending trends, and macro issues.”
