The company has lost credibility and if they were to disappoint this quarter, it would be a serious blow to the stock and I would have to question owning it going forward,

A lower share count is what it is. Let's face it. Microsoft's revenue base is so large, it can't achieve the type of revenue growth that it did in the past.

For the most part, tech in general is not ahead of itself as long as the third and fourth quarter numbers come in on target.

I do believe that options are compensation but I don't think expensing them is going to affect valuations of tech stocks very much,

I don't think Dell will come out and pound the table on corporate spending, ... It's as if Dell is operating in a vacuum.

Generally, tech is still healthy. People were getting irrational with expectations. Just because a company is a little light on sales or earnings doesn't mean the sector is doing badly,

Hopefully, Dell will pick up market share due to all the distractions its competitors are facing.

Because everyone is expecting a weak Christmas, the market is in for a surprise because I don't think American consumers are going to cut back on spending.

Invest in quality. I wouldn't be putting 30 percent of my portfolio in tech at this time.

Intel has a history of undershooting in its initial guidance.