SB; My sentiments as well. I've been patiently sitting in the weeds, just picking away at favourites, but this whole ugly mess is now picking up downside momentum, and the fundamentals have become so completely ugly that even CNBC can't ignore them. (g) My targets are MU, INTC, GTW, AMAT, Novellus, YHOO (this one is a prize), and the BMX index Very shortly, I'll add DELL, IBM, Cisco, etc. Today was a watershed. The rally aborted almost before it commenced. The downgradings are coming like rain, and the cash that was flooding into the funds appears to be drying up a bit. Integrated fried them with a nasty warning and Newbridge shocked with a loss. It's getting to be fun to be a bear.
Best, Earlie |