I think the sentiment has not entirely shifted away from the belief that technology will continue to do well. But the believers are getting more and more worried about their beliefs.
The Cisco announcement that their revenue might slow due to shortage of parts meant, therefore, Nortel was down because it's competing in the same market. I think that was the big negative.
I think (investors) are sort of sitting on the sidelines, thinking there will be better values in a few weeks. (Investors are) searching for where can we put money that won't get hit in the short term.
Today the optimistic spirits prevailed and confidence just built as stocks held their higher levels, ... Everybody's now thinking maybe we've seen the bottom.