tech stox smackdown today

surprised i haven’t seen any threads on this yet (or maybe i missed) i read CSCO CEO’s comments from the CC, and they were bad but not THAT bad imo… certainly not enough alone to justify the type of sell-off we had today. i guess with strong performance for tech stox on the back of 3q earnings, we were due for a correction… but what i’m wondering is do you see a near-term rally? is this a short-term buying opportunity or are you on the sidelines. thoughts?

i thought someone on AF would take the opportunity to comment on mr. chairman’s inflation concerns. come on… i know you want to…