Thanks for pointing me towards that post, a few things I have observed lately...
1) Defensive plays appear to be out of favor 2) INVN seems to move counter the Naz trend 3) INVN also has a high short interest
It would not surprise me to see this issue jump on Iraq invasion news while the Naz dips. Still too early to move on this yet, but I would consider it a possible play in the teens.