The research I've seen and my checks are saying that AAPL iPad pre-orders are strong......I've got to get into NVDA right here.............The UK is looking to be the next scare story and is that what we need to get to eliminate CDS's without "insurable interest"? It seems this concept is heating up rapidly but called naked swaps......We are going to see a whole lot of novel tech hit the broadband sector fairly soon again......3D TV's are heating up, there could be some opps in the chip space.......Now combine, always-on iPad's, iPhones, streaming video proliferating and now 3D TV over the big fiber pipes and the amount of data traffic is set to re-explode......BRCM sits right in the middle of all this but so do a few other chips
long AAPL
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