I could definitely see a move down below 215 by next week. If that happens, it would not surprise me to see it go below 200 longer term. If the market overall is unable to keep the bubble from popping, 175 looks likely by Summer.
The fundamentals certainly do not justify the price. As more and more players pile into the Video and streaming business, margins are bound to get squeezed. They were in a sweet spot for awhile, that looks to be coming to an end.