Good points. I agree the next few sessions will be critical.
I have more a bottom up approach. As you know, i'm not a big fan of the tech incumbents (msft, orcl,ibm...). So i look closely at the stocks that IMO have potential to be this decade's leaders.
IMO, software has the least downside from here and networking/chip are close to reasonable levels again. I find wireless and Internet the most extended.
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