The Black Box

[wahz]

Fwiw, my "to the moon reading" had a target of 10,500 dow and 2200ish nasdaq. The dow target looks likely...the nas target looks like a pain in my ass, since it aint't looking well. About the only thing the dow target does for me is make the odds of msft outpeforming the nas as I expected more likely. BFD..nothing worse than making shit on predictions that prove correct. And if the nas rallies, I am not confident my picks will run...now. I am assuming all the bells pronouncements aren't going to matter until the market sees flow through to the vendors, ie, jdsu, amcc, hlit, afci...etc

I am probably going to a 4-5x weighting on neng over the next month..thats the goal anyway. Talk to you guys tomorrow