Must feel like crap being you. You just cannot take it that the longs on Intel are enjoying their gains while you have probably lost everything. By the way, how is that trade going for you where you switched from INTC to CSCO at $20?
Romit Shah has no background in semiconductors, has never worked in the industry. His opinions are worthless in the semiconductor world. He probably didn't understand a thing at the investor meeting yesterday.
Pay attention to what the Citi guy says, he has been in the biz.