MU - Quarter was good as I suspected. Traded sharply in after hours but now it's selling off - my guess is that guidance is weak, but I haven't listened to the conference call yet.
Shippers (DRYS and GNK) - Ripping...supply is concerning after all the steel/iron ore reports are showing slowing demand. Will hold out for a while.
NSM - Bears fear TXN is stealing all the share and there is no growth. I disagree with the first argument and the second argument is fair - they don't have the growth like a MCHP. I will add more on dips.
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