the sox dropped hard yesterday and is pretty much lifeless after a pop this am. should market tank in pm and semis hold up better then i will look to getting some of profunds sector fund.
in this crazy rally that we are in, a fallen sector gets bought up after a few days. semis should be getting close. things rotate when other sectors are pushing up the ceiling. money flows to others that have pulled back some. so if i think tomorrow is going to be up then i would move in. if im thinking down (ndx close under 1530) i would probably pass on the sector long.
With the NDX being down for the week there is a real good chance of a "feel good Friday" IMO. In cash at the moment but some more down at end of day might get me long.
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