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BRCM had a great run last year, and it has pulled back dramatically, I am thinking we will have decent earnings, but guidance will be key, and I just don't see how they will be able to guide higher with all the Japan effect etc... we will see.
The Nokia Microsoft deal will hopefully allow them to guide higher. Thats what I'm hoping for at least. I'm only long 50 shares anyways so no need to hedge.