People are getting are little antsy. Spending for technology is going to be very product specific and very choppy.

All of the company's business lines have put in a solid performance. But there might be some disappointment that this did not affect the bottom line more.

By and large, we're not going to be hoping for great things from Microsoft, because Xbox wasn't a blowout this year and it doesn't look like PCs were a blowout.

It's not that tech earnings are specifically weak, but some investors just got a little ahead of themselves as far as where earnings estimates were going to go.

The lesson to learn is get the technology into the hands of a lot of people and let them find the value.

If GM had kept up with technology like the computer industry has, we would all be driving $25 cars that got 1000 MPG