agree

Thanks for the reassurance. It's hard to be positive when today's market action
is just so bad. I was surprised that the ISM data wound up being the bad news
and not the Fed minutes. Just as I thought that the market was finally starting
to get direction, we seem to be back in no man's land. If we get good data,
then Fed cuts come into question and if we get bad data, it's still bad data,
but we might get cuts. Add to this that the Fed makes it so hard to be short
thanks to their extremely unpredictable actions.

CY is a good pick as well. I am actually starting to wade into CY a little bit
thanks in part to Bob Faulkner's article about their PSoC technology. With the
oil bulls back stampeding, SPWR should fare well with the rest of the solar
cohort as well.

Position: Long CY and EMC

i think a position can be started here and continue to be added but wider
spreads, it is weird that EMC is down a lot more than VMW today.

EMC is a solid buy as we get closer to VMWare sales. Like CY--check out the way
that worked