08/17/2006

OE day:

candidate : goog(380 or 390) ebay(27.5) ISE AAPL(67.5) PD(90)
brcm( will xie in sympathy with MRVL)

I expect market pullback some, reasons are:
1. weekend , ppl take profit
2. OE day, MM may need some balance for shorted calls
3. up so much, about 90p for NQ
4. MRVL, DELL all down AH, ==> semi weak

Thursday ER moves:
UP: BRCD, SCSC, BEBE, LAVA
DOWN : DELL, MRVL