Since the overall market breadth has been rather negative as of late and the airlines in the words of Jeff Macke have been taken out to the woodshed as of today I think there are only a few good stuck sin the Alma Dewberry playbook to go long with. With the Mac Conference today there was only one topic of discussion and it's all about the Cloud so I think that we need to be looking at cloud plays for a strong presence until the dumb money discovers it. I like EMC, VMW, and SFSF All 3 of these are strong silicon valley Cloud Plays. What are your plays for Swings this week?