Fall Swoon and the Debate

As if on seasonal cue, Novellus and Sandisk are bombing the afterhours, despite a great report from Apple. For those looking for the normal fall swoon, looks like the reasons in 2004 for the wall of worry are: High oil prices, terrorism, Iraq, election uncertainties, and a slowing economy. No doubt, John Kerry should have some fun with all of this tonight.

I'm not seeing much love in the stock market. Everyone seems skittish.

On a side note, do you think folks will watch the Red Sox vs. Yankees, Astros vs. Cardinals, or Kerry vs. Bush? Normally, I'd say sports win, but with the popularity of reality TV, I think America might just tune into the Presidential debate.

A sweet ironic twist would be if they could convince an Arizona Diamondback to throw out the first question...