Just got some CIEN at 3.18 for the one I sold at 3.44 and 3.98. I can live with that. Also some AMCC at 3.7. SUNW at 2.69. SWKS 5.60, BRCD at 6.73(I feel the low is in, but I can be totally wrong). NTAP at 8.95(paying the piper, sold at 8.66). VSEA 22.24, CYMI 23.31, brcm 11.38, EXTR 3.9.
At least now my cash is at 50%, so I don't feel too naked with a cash level of 90% yesterday.
Some will be sold today, but most of the stuff I will keep for swing trade, or double up. If the naz sell hard, I will move my 401k into equity funds for at least 25-30% tonight.
We will see. I don't feel the whole rally is over...yet.