I think if the convention is perceived as successful, and you see the expected bounce in the polls for Bush (versus Democratic nominee, Sen. John Kerry), that might reassure investors and prove a short-term positive for stocks.

I think Greenspan basically said the obvious, that long rates are too low and against his desire for the economy to grow ... His comments indicated that the Fed will remain in a tightening stance and that we should see further raising as the year progresses.

People have been concerned that Intel's margins are in contraction mode, so what they say about that will be noteworthy.

My preference would be to see a dramatic increase in the dividend; I think they'd get more bang for their buck. They clearly have the financial capability to triple it; I think they could attract more investors and get a higher stock price more readily.

I think now that that is digested, people are looking at some reasonable values; our view is that crude oil prices are going to remain high.

We'd concur that '06 is not going to be a gangbuster year for increases in tech spending. Everybody's still waiting for a strong recovery after the 2000 bust.