Just this past Tues - when the market tanked - one of the "reasons" offered up by the talking heads was that Goldman came out and trashed the chip sector.
I've often wondered why an ANALyst would take a shot at a sector (or stock) when you are only days away from their earnings report. If you wait a few days, you will have more information and should be able to make a more informed analysis.
Silly me! It's not about being right or wrong on the analysis. It's all about creating FUD - to drive volatility, and hence, volume! And you get two for one: volatility before and after the earnings report.