I don't want to fight the Fed. But where are they?

I just want to tell everybody, don't expect tech stocks to go back to the old highs.

Sentiment can change overnight. Good news is good news again.

Capitulation isn't a one-day phenomena. I'm in the camp that you have to get a wash-out and I'm telling investors to rotate ? the world doesn't revolve just around technology stocks.

Tomorrow's employment report is critical for the market.

Tomorrow's employment report is critical for the market. Investors are hanging on every number that we get. Anything to do with consumer spending is key because consumers have been supporting the economy.

In technology, I think I would go with the big ones. I'd go with IBM ( IBM : Research , Estimates ). That would be my first pick in the technology area.

It's a stock specific environment.

It's been a great month. I think September will be fine.