Steady opening this morning, as the mark…

Steady opening this morning, as the markets (rightly?) focus on Oracle and Accenture being better indicators of corporate earnings momentum than RIMM.  RIMM, loses marketshare, but still grew their topline more than 30%, all because it happens to be in the fastest growing market in the history of the planet — smartphones/tablet/app revolution.  Regardless, we want to stick with companies that aren’t losing marketshare within that exploding market.  I’m not in any rush to make big trades again today, as I am waiting for new pitches.  I will likely build on some existing positions today, and will let you know as I pull any triggers.  Remember, remember, remember — great traders are as good at NOT trading as they are AT trading.