I covered half on friday thinking the bottom was in (friday SPX low 1857). hopefully it bounces long enough to reload/top off.
AAPL reports Q1 on tuesday. we'll see what happens to their suppliers...
More importantly, I agree with BCD who characterized the 2-6 rollup as the very definition of "Fab 2.0" I think Ajit is the mastermind behind the whole thing. As far as I can tell, we're right on track.