JMKel, let me guess......... you are long! Which does not make you nuts in my eyes - although I do think it is risky to be long now.
I have June puts because I think that by the summer the market will be much lower. Not sure about it - but this is my plan. I'll also add on dips to my gold/silver/commodities positions.
JMKel, INTC may weather the storm here but it seems to me that "as CAPEX goes, the market goes" which is why the very low guidance may really hurt the market here combined with the fairly rich valuations call I would say the "run for the hills" is definitely on strong at least until MSFT and IBM have their turn.
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