tackling the postgame analysis and set up for tomorrow with dan nathan, tim seymour, kim finerman, and mike coe. let's get your top story here from defense to offense. is it finally upon us, and time to flee utilities and staples for tech energy as well as materials? before i toss it to the traders, i want to put up a chart. this is what got us thinking today. take a look at utilities versus technologies. if you also back this up and take a look since november, you can see that utilities has a spectacular chart since then. dan nathan, what do you make of this? >> more seems like a rotation into ladders than cyclicals. if you think about it. because a lot of these companies, they're moving out of the colgates and some of these staples in health care and utilities into microsoft intel. these things are only expected to grow a few percent a year earnings and sales for the next few years, except that they have that yield. so now they're kind of moving into it. so i'm not sure if it's that bullish of a sign that they're moving into cyclicals. >> the move from november also needs to be noted, it was

last night on options action on this show mike coe mentioning somebody buying short dated 25 calls playings is really a cost-cutting story. >> she's given a ringer to dell when in fact i love the free cash flow. up 45%. but that's a company that's focused on balance sheet repair not necessarily focused on the future. even though they have said they think the refresh cycle in pcs and laptops is something they should be a big part of. >> i'll take that revenue growth. >> the market cares about the balance she'd here. if you see that it's good news that's why the stock's rallying here. >> no, i would tend to agree with dan. i think the secular head winds remain strong. i don't get enthusiastic about stories where the story is facing these kinds of impairments. we shouldn't be that surprised, they have a lot of bodies they could lay off, laying off 29,000 people that will bring costs down but ultimately that's not a gad story about what they'll be doing five years from now. >> you tweet it, we trade it. let's get your tweets now. grasso, you sold your stake and took a small profit in qualcomm