That you are, even if you do make fun of me. LOL
Do you remember me saying I was going big, and that the market was going to become much more selective, and we were leaving a speculative market for something different? Well that has happen. IMHO
I would buy JDSU below 80 I'm hoping it joins the old tech generals someday, also CSCO, SUNW, ORCL, I would not buy QCOM till the WCDMA cloud is lifted. PMCS looks interesting to me but it's still in triple digits, which means lots of selling can still happen in that one. I would not put all your funds to work if I didn't buy on the AM weakness today (I did), I would wait till the close maybe even Tuesday to see how the market is reacting and we have some more earnings under our belt.
Also, PWAV like PMCS it has had it's earnings already, and is rising in the market today, so is TQNT, all those that are positive have a reason to be positive on day like today other then all boats rise with the tide. We are getting tells of continued weakness or stocks that have sold down too much or ones that are turning around. Warning, Nothing will escape the selling in a true bear market. NOTHING.
greg
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