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ibc

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Alias Born 04/26/2010

ibc

Re: techno_bull post# 135961

Thursday, 08/28/2014 12:50:10 AM

Thursday, August 28, 2014 12:50:10 AM

Post# of 151778
I could be wrong.
I've tapered to about 20% of my original position.

It's possible that the consumer bounces back and we see an enterprise upgrade cycle with the end of Windows Server 2003 support as well as new Intel server products. That's my 20% hedge.

However, I can't risk a large amount of capital at these price levels given the secular headwinds.
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