Replies to post #13437 on The Black Box

[wahz]

I can't believe the sox is going to be the one to fail to confirm, after the Brcm and Amat news..................................

[wahz]

well we not only are clearly off the path, we are straying off the back up path. We got right to the edge of breaking though, and have really fallen apart, all on good news.

I have no idea what this is about but it smells of rate concerns, and not valuations.

I am hiding in neng, still with a 5 to 5.5x position, which at the moment isn't like hiding at all