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Ben. I wrote a long response to your note, but when I hit the button to post it, I received this message: "Page unavailable."!!! In any event, I agree with you on the collateral damage point. I also think that Dell will rise if the market does. But I am becoming increasing convinced that the bandwidth stocks-- LU, CSCO --- are going to see the biggest growth, going forward. As for the max pain meter, I just think that lots of folks sold calls when despair was high. In the next 10 days, we'll have end of q window dressing, beginning of q buying, a holiday, and further good news out of Japan. As you know, the real story is China-- Times reports today, Rubin was told "no devaluation." That's huge, IMHO. |
