1 7 Inflation trade is now at a critical technical trading point http://twitpic.com/2n8v4 $TIP FWIW I believe deflation is more likely. Tue Mar 31 17:22:56 +0000 2009 aschmitt http://a1.twimg.com/profile_images/422339330/Portsouth_Crit_crop_normal.jpg 1425657653 14079228 <a href="http://www.tweetdeck.com/">TweetDeck</a> TIP Thinking the next big bubble is going to be in international ETFs. $fxi $epp $ewt $ewb Sat Mar 28 16:58:06 +0000 2009 aschmitt http://a1.twimg.com/profile_images/422339330/Portsouth_Crit_crop_normal.jpg 1407679025 14079228 <a href="http://www.atebits.com/software/tweetie/">Tweetie</a> EPP EWT FXI UBS thinks telco capex could be down 20% this Q, more than the 15% consensus. $JNPR down hard, not good for $EZCH http://tinyurl.com/ctnpp4 Fri Mar 27 18:03:42 +0000 2009 aschmitt http://a1.twimg.com/profile_images/422339330/Portsouth_Crit_crop_normal.jpg 1402410108 14079228 web EZCH JNPR Overheard yesterday: $BKHM and $AVNX saved $450k not having a booth at #OFC09 Tue Mar 24 15:24:35 +0000 2009 aschmitt http://a1.twimg.com/profile_images/422339330/Portsouth_Crit_crop_normal.jpg 1382249772 14079228 web AVNX BKHM But this argument has been made for decades but never happens. #ofc09 $csco Mon Mar 23 16:30:13 +0000 2009 aschmitt http://a1.twimg.com/profile_images/422339330/Portsouth_Crit_crop_normal.jpg 1376357314 14079228 <a href="http://www.atebits.com/software/tweetie/">Tweetie</a> CSCO Hey, it's a $scmr reunion. Naimish Patel and Eric Swanson are on my flight. Sun Mar 22 20:21:50 +0000 2009 aschmitt http://a1.twimg.com/profile_images/422339330/Portsouth_Crit_crop_normal.jpg 1371880888 14079228 <a href="http://www.atebits.com/software/tweetie/">Tweetie</a> SCMR @TheStalwart Can't believe everyone thinks $CSCO will buy companies. M&A activity from 2001-2004 was pretty minimal for them. Mon Feb 16 17:01:48 +0000 2009 aschmitt http://a1.twimg.com/profile_images/422339330/Portsouth_Crit_crop_normal.jpg 1215836610 14079228 web CSCO