Maybe handset sales in China are okay but that's not enough for the U.S. tech market to rally on. Companies here are still cutting capital expenditures.

209

Whatever's hot drains money from whatever hasn't been. All the data I see says large caps should do better.

208

If you think the markets will be going up in the next year or so it's hard to imagine the market rallying without Merrill Lynch and other brokerages.

205

All I hear about is the AOL service -- give me a break. That's 20 percent of the company's revenue and it's 100 percent of the story.

203

I like when managements are under pressure. Instead of just saying, 'we're doing fine,' they try even harder to either spin off a division or cut costs and deliver the goods.

192

Merrill was the big poster child and it dragged everyone down.

150

We said no. We're going to place our bets on the broadcast media names.

132

I want Carl Icahn to accelerate what they have started and spin out cable. Cable is a utility, not content.

105

Trying to sell your funds on someone else's platform is hard. The funds better have four-star or five-star ratings, or else it's hard to stand out from the crowd.

55