I've been waiting for a catalyst to kick start a 4th quarter tech rally, and by gosh, I think it's here. While I hold no position in the great GOOG, I recently bought Yahoo (YHOO) at 34 and it should should benefit greatly from not only it's own positive earnings report, but Google's as well.

YHOO's previous resistance of 35 should become it's support, so I'll look to buy more if it comes down a point.

I'd like to buy these tech stocks on any pullbacks: AAPL, MOT, SNDK, GLW, TXN

Will the new XBOX kickstart MSFT's stock? Worth the risk?

Stay away from oil. Can't figure it out right now.

BCRX and GSK as Avian Flu plays if they come in a few points.

Looking for good technical opportunity to short housing stocks.

If natural gas plays CHK and KCS continue to drop before winter, I may go for a small stake. Looking at CHK around 25.