The clear message from Intel to Wall Street is 'Let's not get carried away.'

The economy is clearly picking up and with the pullback, I like the stock's valuation now,

The true catalyst for Microsoft is Longhorn and that is some time away.

I don't plan on making money in tech through M&A. Investors should look for tech stocks with good valuations and good organic growth.

There is too much competition in online music. It's not clear who has the upper hand.

Third and fourth tier companies that bounced sharply last year are having a tough time, ... But IBM and EMC did fine. SAP did fine.

This is not new news but it carries a lot of weight coming from Chambers. The message is that things are not getting worse.

That tells you that Microsoft is gaining inroads into the enterprise area,

Applied Materials is the bellwether. The company's results give a good indication of what we can expect for the rest of the industry.

Companies are cautious and are slowly increasing information technology investments. It's not going gangbusters, just steady,