Actually, I think inventories are still low (look at MU's last report for instance, or look at inventories levels at suppliers like AVT and ARW), one reason I am still bullish here, though very short term, we may have run a little ahead of ourselves. I had Monday as a local peak, it still might be (tough to make judgment on very low volume days when a lot of professionals are out), but I would not be surprised if we swoon a little earlier. That possibility got me to dump MU (I am still bullish on it, but hope to get a small discount in the next few days...).
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