I don't know how sustainable RIMM is; that's tomorrow's report and I feel that it will be overwhelmed by the gloom

Apple? Feels good but overextended.

Of course, you can rely on Intel (INTC) and Cisco (CSCO) to not go down a lot. Intel's all share-take off of the implosion of AMD (AMD).

Microsoft's (MSFT) doing well but mired in the Yahoo! (YHOO) takeover. If the Yahoo! takeover happens, it will crush Google's (GOOG) margins. Google's trying to bounce. Emphasis on trying.

Microsoft's (MSFT) doing well but mired in the Yahoo! (YHOO) takeover. If the Yahoo! takeover happens, it will crush Google's (GOOG) margins. Google's trying to bounce. Emphasis on trying.

It doesn't matter, anything that even comes near the Web goes down indiscriminately and has to be avoided, as advertising in the country is in free fall and taking a big share of declining dollars doesn't cut it. Cisco? It didn't have a good quarter but it hangs in.

I think that it is being buoyed in part by comments from Ciena (CIEN), which does act well -- a rare earnings surprise. But I don't like to get too comfortable because Juniper (JNPR), another in the segment, acts awfully.

I think that it is being buoyed in part by comments from Ciena (CIEN), which does act well -- a rare earnings surprise. But I don't like to get too comfortable because Juniper (JNPR), another in the segment, acts awfully.