The emphasis is now more on corporate earnings,

There won't be a night and day change in corporate strategy but there will be more emphasis on the wireless and consumer markets,

I am bullish on corporate earnings given firm demand for goods.

The problem is that instead of having one way to calculate corporate earnings that everybody understands, we have two or three methods. And the one that most people use, there is virtually no agreement at all about what it means.

Investors are still bullish about an improvement in corporate earnings. But the upcoming earnings season is making them timid about buying too much.

There's this spider's web of corporate earnings. Companies are making the bottom line, but the outlooks are tepid and cautious. It's giving the market some pause.