I think it's going to be visually stunning. It's going to be a very unique theater experience.
Technology is very interesting, particularly the large caps, because valuations are said to be at 5 year lows. There's been a lot of chatter that 2006 might be their year because they've been low for so long.
The play is more about their struggle, their battle, ... It's also playing with what language is and what language isn't. Is language what makes us human?
There are moments in life that are beyond language.
Fed speak is very important.
There's been a lot of anticipation of good earnings numbers, but I think the market may have gotten ahead of itself.
I'm definitely more cautious. The pullback that we've seen over the last week, or so, is a precursor to what the reaction is going to be during earnings season.