I always worry, but frankly, I think that the AH is strongly overreacting to an excellent report. Tomorrow, maybe ERTS and TTWO might be made available at deep discounts as well... Give me a break, THQI hit a high of $24 plus today and here it is going begging at $16.10, I had to make a stand (g). It is not like if they lost money, mind you, they are well ahead of last year, and I think that their conservative assessment of Christmas sales will prove wrong. Apart of that I was "under-exposed" at 54% cash so I threw a little money back in to get me closer to 50%. After all, despite a mild weakness which I expect, I am still donning my shiny bull horns.
Zeev