Hi Paul, yeah it would take a SUNW type warning to knock things down, IMO, and we might not get it.
Joseph was out saying it's unlikely that INTC will warn, contrary to what other analysts say.
The volume isn't convincing is it??
I don't know about blast off yet, but.........
Anyone got the latest trimtab flows??
It's not so bad if we have to ride the bubble up long, no?? I kind of liked the last bubble myself, hee hee.
Yeah, I will not hold a long overnight during this warning season, SUNW did massive damage.
CCMP is probably high enough that a warning would whack it, others are already so beaten down, they just won't sell.
I think most everyone agrees that valuations are high and we've already had a big run, but valuations mean little in a liquidity type bubble, and that may be what we have now.
So, maybe I'll just stay sidelined until INTC comes clean, and go from there. |
