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Tech stocks are trading at a 30-year-low when compared to the multiples of industrials (companies). It's the weirdest bubble when everyone hates everything.

I don't think objectively we are in a tech bubble when tech stocks are at a 30 year low.

Of course, the discounting of future earnings should hurt all stocks. But it should hurt technology stocks more than others, because so many of them are valued at extremely high levels relative to their current earnings.

I think the tech stock, the public market is still completely traumatized by the dotcom crash. I think the investors and reporters and analysts and everybody is determined to not get taken advantage of again, and that is what everybody who lived through 2000, what they kind of remember.

Even technology companies get good news sometimes.

When it is about technology, there is this tendency to just reject all criticism as being anti-technological and anti-modern. I think this is very unhealthy.

An awful lot of successful technology companies ended up being in a slightly different market than they started out in.

It's one of the fundamental principles of the stock market: When interest rates go up, stocks go down. And along with financial companies and cyclicals, technology companies - with their sky-high price-to-earnings multiples - should be among the biggest losers in an environment of rising rates.

The stock market is overpriced. Everything is overpriced. Junk is king.

The stock market can be down, but the stock market is not an indication of where people's spirits and enthusiam are, and where their intellectual energy is.