As I suspected, the BRCM sell-off had to start soon, and it
seems it started today ... next month looks very fragile as
well. All fundamental signs were there, that this has to
breakdown now ... low 20s is its first stop now ... nothing
to look forward to here on the long-side, for a long,
loooong time to come! Completely pumped-up baloon valuation
and the approaching needle scenario!