Nasdaq had a pretty big pull-back yesterday, so Intel's helping today,

We've had a pretty good sell-off for the last week and a half. I kind of characterize it as a relief rally.

Oil had a pretty big spike yesterday and that was negative. If it continues to go that way again, it could be something we start to watch again.

A jump in durable orders is also a plus.

It's mostly just celebrating that Rita didn't turn out to be as devastating to the Gulf as feared, and energy prices are down, ... Almost all sectors benefit because people have more money to spend.

In general we try to cut our positions at the end of the day and even more so on a weekend. Ahead of an event like this, you're going to be a lot more conservative than normal.