Overall, the signs that the Fed's starting to see the economy pick up in the future will serve as a positive for the tech sector, ... Also, the low rates are going to encourage businesses to starting investing in technology to add to their business.
IBM will be the other shoe to drop this week. If we have two good numbers out of these companies, you could start seeing some substantial gains in the sector.
There's a lot of momentum around the economic numbers. It's reaffirming the idea that the economy will pick up and that we can start to outperform in the second half.
This is when it starts to get fun. You can stay local, stay a small boutique and do very interesting business, but not if you want to be involved in global deals.