Sun is still a show-me stock. To use a baseball analogy, they just got a base hit in the top of the first inning. It's too early to say Sun is recovering.

274

Intel will set the tone for the semiconductor sector, but also for the tech sector and the overall market, as well.

208

Productivity is the issue. If you have people that are sick or afraid to leave their house, I don't know how you can get around that. Semiconductor manufacturing plants are in China and it's not as if there are many back up plants around the world.

207

Valuations have run up since the bellwether stocks have had nice rallies. The large caps look slightly overbought.

207

What can help Intel is a corporate PC upgrade cycle. People have been expecting one for some time but it is yet to happen.

172

Overall capital spending, although improving, still has a way to go. And we're concerned about competitive pressures that IBM, Dell and Hewlett-Packard are putting on Sun.

164

This might be a bigger problem than it seems, given that China hasn't been upfront with the seriousness of the issue.

107