Art Hogan
Art Hogan
assume bad hurting microsoft people
A lot of people assume that what's bad for Microsoft is bad for technology, and that's what's hurting the Nasdaq,
good hard marquee microsoft name sit
Of course, when you have a marquee name like Microsoft disappoint, it's hard to sit up on good news.
euphoria microsoft ongoing sort
I think there's going to be ongoing euphoria about the Microsoft decision. It's not just Microsoft ? it's sort of a pro-business decision.
appeal blow clearly harmful microsoft negative severe tone
Clearly, this is a severe blow to Microsoft, ... I think upon appeal it may not be as harmful to Microsoft at the end of day as it appears, but it's clearly disappointing and it will set a negative tone to the market.
damage equity few forward happen happened market microsoft past pricing
The equity market is a very forward pricing mechanism, ... I think what's going to happen to Microsoft happened over the past few weeks. The damage has been priced in.
certainly expected happen last points thousand
We expected it to happen by the end of the year, certainly not in the first quarter. The last thousand points have really been at breakneck speed.
calling focus forward great growth intensive looking news people period question revenue robust week
We're going through a very news intensive period this week and the focus of all of that is slowdown of revenue growth going forward, but we're probably overreacting, ... We get great numbers, but looking forward we don't have the robust growth -- so people are calling into question valuations.
consensus helps overall quarter season second upbeat
The season started upbeat and that was terrific. That helps the overall consensus that the second quarter (reports) will be rosier.
ahead calendar earnings fourth good lining looking major market people quarter range second third upsets
The second quarter is lining up to be another good quarter but people are looking ahead to the third and fourth quarters. Barring any major upsets on the earnings calendar I'd say the market is pretty range bound.
clinical dangerous goes investment issue negative sector showing trial
The whole issue goes a long way in showing how dangerous an investment the sector is, ... You can have one regulatory setback, one clinical trial or negative development for a drug, and you see this kind of impact.
beginning ideas
The winnowing down of ideas is beginning to happen.
absolutely air breath fresh needed terrific
These are terrific numbers, absolutely great, a much needed breath of fresh air for the equities market.
meeting rhetoric
The rhetoric from the meeting will be the most important catalyst,
death rumors
The rumors of the Dow's death has been much exaggerated,