Every tech stock gets painted with the same brush those guys get painted with.

These other ones are ruining it for them all, because they are all getting painted with the same brush.

We're at a funny point in the cycle. The companies have reported that they're seeing some growth for the next quarter, but it's not robust growth, and the valuations on a historic basis are still pretty full. What's driving these stocks is sentiment -- people are afraid that if they miss them now they'll miss a big run-up.

When he gets a tech, he always seems to be a little more in tune with what's going on. We ran his plays a little more after that, trying to keep him going.

Most of the coaches and some of the tech guys have been on the slope. It's a very challenging course for sure. Some of the athletes will be excited and others will be surprised.

So far, guys have been picking each other up. If someone can't get it done, someone else gets up to the plate and takes charge.