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	<title>Voices &#187; sell-off</title>
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		  <title>All Things Digital</title>
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		<title>Collapse Reversal: Easy Go, Easy Come</title>
		<link>http://voices.allthingsd.com/20080918/collapse-reversal-easy-go-easy-come/</link>
		<comments>http://voices.allthingsd.com/20080918/collapse-reversal-easy-go-easy-come/#comments</comments>
		<pubDate>Fri, 19 Sep 2008 00:11:23 +0000</pubDate>
		<dc:creator>Eric Savitz</dc:creator>
				<category><![CDATA[Microsoft]]></category>
		<category><![CDATA[Voices]]></category>
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		<category><![CDATA[Barron's]]></category>
		<category><![CDATA[Dell]]></category>
		<category><![CDATA[EMC]]></category>
		<category><![CDATA[Eric Savitz]]></category>
		<category><![CDATA[Seagate]]></category>
		<category><![CDATA[sell-off]]></category>
		<category><![CDATA[Tech Trader Daily]]></category>
		<category><![CDATA[VMware]]></category>
		<category><![CDATA[Western Digital]]></category>

		<guid isPermaLink="false">http://voices.allthingsd.com/?p=4034</guid>
		<description><![CDATA[Yesterday afternoon, I posted a list of how some of the most prominent stocks fared in Wednesday's mammoth selloff.
Given today's equally dramatic rally, I thought the list deserved an update--I've added just one stock, Microsoft (MSFT), which I inexplicably forgot to include yesterday.]]></description>
			<content:encoded><![CDATA[<p>By Eric Savitz, Blogger and Columnist, Barron&#8217;s, Tech Trader Daily</p>
<p>Yesterday afternoon, I posted a list of how some of the most prominent stocks fared in Wednesday&#8217;s mammoth selloff.</p>
<p>Given today&#8217;s equally dramatic rally, I thought the list deserved an update&#8211;I&#8217;ve added just one stock, Microsoft (MSFT), which I inexplicably forgot to include yesterday. All of the stocks on the list were down yesterday, except Dell (DELL), which had been hit on Tuesday, and Seagate (STX), which was unchanged. Today, all the stocks on the list were higher, except for VMware (VMW) and its parent, EMC (EMC). The one stock that best captured what&#8217;s been going on: Western Digital (WDC), down $1.89 yesterday, up $1.89 today.</p>
<p><a href="http://blogs.barrons.com/techtraderdaily/2008/09/18/collapse-reversal-easy-go-easy-come/">Read the rest of this post</a>
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		<title>Apple: Spring Rally Now Almost Completely Erased</title>
		<link>http://voices.allthingsd.com/20080918/apple-spring-rally-now-almost-completely-erased/</link>
		<comments>http://voices.allthingsd.com/20080918/apple-spring-rally-now-almost-completely-erased/#comments</comments>
		<pubDate>Thu, 18 Sep 2008 19:20:23 +0000</pubDate>
		<dc:creator>Eric Savitz</dc:creator>
				<category><![CDATA[Apple]]></category>
		<category><![CDATA[Voices]]></category>
		<category><![CDATA[frontpage]]></category>
		<category><![CDATA[Barron's]]></category>
		<category><![CDATA[Eric Savitz]]></category>
		<category><![CDATA[investors]]></category>
		<category><![CDATA[iPod]]></category>
		<category><![CDATA[PC demand]]></category>
		<category><![CDATA[sell-off]]></category>
		<category><![CDATA[Steve Jobs]]></category>
		<category><![CDATA[Tech Trader Daily]]></category>

		<guid isPermaLink="false">http://voices.allthingsd.com/?p=4026</guid>
		<description><![CDATA[The Apple (AAPL) spring rally has been almost entirely deleted.

Pressured by a combination of concerns over the health of CEO Steve Jobs, disappointment with the latest round of iPod product announcements and the company's caution on near-term gross margins, combined with worries about weakening PC demand in the face of a struggling economy, the shares have been ratcheting steadily downward since mid-May.]]></description>
			<content:encoded><![CDATA[<p>By Eric Savitz, Blogger and Columnist, Barron&#8217;s, Tech Trader Daily</p>
<p>The Apple (AAPL) spring rally has been almost entirely deleted.</p>
<p>Pressured by a combination of concerns over the health of CEO Steve Jobs, disappointment with the latest round of iPod product announcements and the company&#8217;s caution on near-term gross margins, combined with worries about weakening PC demand in the face of a struggling economy, the shares have been ratcheting steadily downward since mid-May. The company suffered a similar sharp selloff early in the year before staging an impressive spring rally.</p>
<p>For Apple investors, 2008 has been a story with three distinct parts.</p>
<p><a href="http://blogs.barrons.com/techtraderdaily/2008/09/18/apple-spring-rally-now-almost-completely-erased/">Read the rest of this post</a>
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		<title>Google Proves Mortal; Opportunity Knocking?</title>
		<link>http://voices.allthingsd.com/20080718/google-proves-mortal-opportunity-knocking/</link>
		<comments>http://voices.allthingsd.com/20080718/google-proves-mortal-opportunity-knocking/#comments</comments>
		<pubDate>Fri, 18 Jul 2008 18:08:10 +0000</pubDate>
		<dc:creator>Eric Savitz</dc:creator>
				<category><![CDATA[Google]]></category>
		<category><![CDATA[Voices]]></category>
		<category><![CDATA[frontpage]]></category>
		<category><![CDATA[Barron's]]></category>
		<category><![CDATA[Eric Savitz]]></category>
		<category><![CDATA[online advertising]]></category>
		<category><![CDATA[sell-off]]></category>
		<category><![CDATA[Tech Trader Daily]]></category>

		<guid isPermaLink="false">http://voices.allthingsd.com/?p=2009</guid>
		<description><![CDATA[So, there are a couple of ways to think about Google's (GOOG) big post-second-quarter sell-off this morning. For starters, as I noted last night, there seems to be increasing evidence that online advertising is actually feeling the effects of the slower economy.]]></description>
			<content:encoded><![CDATA[<p>By Eric Savitz, Blogger and Columnist, Barron&#8217;s, Tech Trader Daily</p>
<p>So, there are a couple of ways to think about Google&#8217;s (GOOG) big post-second-quarter sell-off this morning. For starters, <a href="http://blogs.barrons.com/techtraderdaily/2008/07/17/surprise-the-net-is-part-of-the-economy-after-all/">as I noted last night</a>, there seems to be increasing evidence that online advertising is actually feeling the effects of the slower economy. One quarter earlier, the company had denied that it was feeling the effects of the macro slowdown, but that no longer seems to be the case, and the Street is adjusting its perceptions of the company accordingly. On the other hand, the legion of analysts with Buy ratings on the stock almost universally believe investors are being given an opportunity here to buy the stock on the cheap.</p>
<p><a href="http://blogs.barrons.com/techtraderdaily/2008/07/18/google-proves-mortal-opportunity-knocking/">Read the rest of this post</a>
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