With the steam roller rolling along Zeev, are you totally abandoning your sell off to 1220 level or is a major retrenchment still in the picture between now and end of december with that 1220 level being adjusted considerably upwards?
Interesting that the whole group re: CDWC is weak.. also looked at IM, TECD, NSIT.. all missing the party..
You would think if the market is apparently pricing in what we arnt seeing in the numbers in tech reports that these guys that sell/distribute the product would be joining the party..
This is one strange market.. when in doubt? sit it out.. which is what Im doing : )