Seeking Alpha
  • svosavvy
    $INTC position liquidated want to rotate into $IBM and/or the $QQQ with the proceed on a pullback
    1/17/13
    Reply (2)
    • joe kelly: Why IBM?
      1/17/13
    • svosavvy: Solid tech reasonable multiple decent bal sheet hard for anything to move their needle done w/semis for now plus I like the graphene story
      1/18/13