My work suggests the next major move in those names will be down. Since technology stocks tend to be high-expectation stocks, when those expectations roll over, the sector does badly.

The consensus had been that the economy was going to slow and the Fed was going to be out of the game sooner rather than later. Now, people are realizing the Fed will go higher for longer. The markets are having a hard time going up.

The fact that terminator technology will work to the disadvantage of the subsistence farmer who depends on harvesting seeds for the next year's crops illustrates the intent of the companies, which is to get the maximum return on their investment,

He's the kind of guy that people want to work for. He will get people to rally around him and rally toward a common goal.

We're still trying to work things out. But there will be a statement ... an apology.

We have seen no traction for CPU-aggregation technology such as Virtual Iron's within our customer base.