Investors are more confident about Japan. There is a slight wariness about emerging-market equities.

The market is certainly more confident in the Whirlpool bid.

We're in a skittish market and the last thing you want to do is surprise investors.

Clearly, Japan is a most important market for digital consumer products.

The market held on despite Wall Street. I think investors are becoming increasingly confident and taking positions little by little.

The market is emerging from a long nap. While some were sleeping, others were working to establish a market position, and now they are ready to claim what they have earned. I suspect we're in for a velocity change, spurred on by Web 2.0.