- Nokia down: -8% in Europe after Texas Instrument disappointing slightly in their particular sub-sector (this concerns however their older models, not the latest windows phones).

- Rimm down -5% after yesterday -8% drop. 

(RIMM new CEO in CNBC was very disappointment as he didn´t provide any kind of strategy change)

Question: Who will benefit from this situation if any ?

Apple.

Overall, not core changes for my portofolio during this week but I changed my speculative Greece long for Italy "IndexBasket" 

(I prefer to have something more risky all the time).

I also left Marvell (MRVL) swing, it hasn´t change anywhere and it is flat, even today also but it also denies to respond any for me.