Add RVBD, NTAP, EMC to hardware names being unloaded today. The talking heads are highlighting hedge fund changes for last month or whenever, maybe some of that is hitting these if some of the widely followed did some selling. NTAP has a report coming up.
If CSCO gives a good outlook for next quarter , and NTAP gives decent guidance tomorrow , FFIV , RVBD, JNPR , NTAP will all be off to the races . but if they disappoint could be a sell off, I think Thursday will be a Huge day for these plays , and I believe CRM reports later in the week , CSCO is big but NTAP is huge also when they give bad guidance the whole sector gets dismantled and ,they all have had a decent run up in the last 30 days until today . RVBD and JNPR have gone up nicely , and FFIV was close to 90 not long ago . Good Luck