Replies to post #15811 on The Black Box

[traderman]

james, are you 100% long the semi's?
thanks

[wahz]

Anyone who stood aside and waited for a day like today deserves huge kudos. I wish it were me. This is a near wipe out in tech and its so insidious there is very little comment on it.Like syl suggested earlier if I understood him, it feels and smells a lot like part of the summer 02 collapse. Yet we are fundamentally in way better shape. we are testing the valuation lows if not prices