I keep IBM in my portfolio... Like I stated goog may hit 315-330, but on the next "step down" it'll fall with the rest of them (IBM included). I suspect most will be hit pretty hard when 4Q08 results are released...Once the Dow hits the 50MA it'll be time to re-strategize, probably find some good shorts (airlines for one). with the exception of a few my portfolio changes alot, I trade based upon candlesticks, (H&S, engulfing, trends, occasionally the earnings) I shorted RIMM a few times (3Q earnings , 40 seems to be it's bottom for now, can't get past 50 though. I shorted NVR at $560, I still can't believe the stock is still over $400--a homebuilder... RIMM has a gap at $80 it still needs to close, pretty good upside but it might take 9mos to get there (the storm is starting to get slammed in reviews). Long range RFMD should be pretty good, alot of new technology in the works- they supply to most of the cell phones, short time will be a loss though--consumers...

KMB is a good buy, plus as a shareholder you get some cool coupons... staples are good, walmart will probably have a beter 4Q, everyone seems to be shopping there (I don't, and short it everytime I get a chance). stocks are cheap right now, the question is...will the dow go to 7200 still once it meets it 50MA, that's what kind of see happening so cash is still king...