Zeev- the shorter in me is saying that so much big money has short positions in the likes of QLGC, BRCD in that sector that they have control for now.. I would think they would have covered before earnings but apparently they think they know better.. I think it has to be a big miss for these to get whacked further, so hopefully im right and they are being 'piggish' : ) Hell, nothing goes straight up or down forever as we learned a few years ago no?
I have a short order in on Cisco if it can squeeze just a bit more.. Going to try and be cute and play this market both ways now that my longs made me some coin. Not too cute tho...
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