Tech Still Strong

Booking some nice trading gains in Baidu and Gramin. Should have kept the Google.

Getting schmeissed in VMWare and EMC – anybody know what’s going on, if anything?

In San Fran for a few days. Thanks for any info.

PS – Nice trade by Bank of America in Countrywide. Down $1 billion in 45 days. Even I could do that for them. Sweet.