It's a pretty bloody red open this morning, after Hewlett-Packard pulled a Cisco and guided lower for the second quarter in a row. HPQ's getting killed and so is most of tech, but speaking of Cisco, it and a few other longs of ours are up today despite the ugly market. Google, instead of being down on the news of borrowing $3 billion or so, is also in the green, and I'm … [Read more...] about It’s a pretty bloody red open this morni…