Outside of the Q, I would probably be playing QCOM, ZRAN, IRF and SNDK (all of which I am currently long, and would also play USPI (which I am long on right now) IDPH and AMGN (flat as of Friday's close), but these two, "more carefully", namely I would try for some "discounts" here, and use tighter stops, and lower reentry if the market turns against me.
Zeev