Technology should fare real well, given all the business being done on the Internet right now. Those subject to the Internet, like a Sun Microsystems, those type of companies should have excellent earnings,

Our theory in the Internet is buy the street, not the store, ... We'd rather own the street instead of just an individual store on the street. And Earthlink certainly fits that bill. And again, relative to the other stocks, it's the cheapest in the group.

?Smart Valley? is looking for wireless Internet service providers and other technology suppliers to come up with a business model or a mix that pays for the services.

The market may have a three-second reaction to these rumors. But then it should be right back to business.

What's important for investors to realize about the Dow is it's not just steel stocks and industrial-related stocks. There are growth stocks. There are financial, entertainment and industrial stocks. So when one sector isn't doing well, another sector may be doing well. And that's exactly what's propelling the Dow.

There are a lot of gut-wrenching, earnings-driven disappointments that you have to wade through to be able to come out the other end,