XLK

Carter: In terms of the longer time frame there's every possibility and opportunity to bet short to be underweight but I thought we could just draw the lines now one would agree that up is up and down is down if we if no one could agree on that then obviously it's a trip to the ophthalmologist rate. The question is I think it's either no discernible trade here or have a longer term view as you're articulating to basically be not in the stock, he says. Carter: Google's a bigger story than Microsoft down way moreHere's my pushback I think much of the Google thing to a certain extent is Google specific Microsoft is such a important company in