In edit, this market is even stronger than I thought, just added TTWO here at $26.58, getting me under 47% cash. Also back in BRCD at $6.67, the rest of the Q is running away from me (g).
It could be, these are initial numbers though, barely an hour. I am still in my bull outfit, despite the fact that I think a minor retrenchment is possible. The fact that we are not being hit harder is quite positive, just reentered here my INTU at $49.90 and CDWC at $49.96.
Zeev
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