Into the limelight...
not. But, that starting today as well as the AKAM upgrade (which I like here) should help generate some interest around that FFIV and some others as well.
The Nasdaq - with the semi's getting some interest today - well, let's see what it's made of here. But, caution, cash, and some other defensive plays are not a bad thing here; i.e. rolling s-l-o-w-l-y into T for example is one.
For the summer, I'll write some more early next week. But, the bond market and Bill Gross's comments yesterday should be studied, not ignored. Let's see what the FED comes out and says next. More later.
GL & GT.
