I think January will give you oppurtunity to buy more, where the price will go I'm not sure. I think this market is headed for a healthy correction. We've made higher highs on lower and lower volume, ADX on the indexes are way low. %change for this quarter may be perceived in 2 ways (decreased based on an elevated original EPS or increased based on revised down EPS). Remember 4Q08 was ok, but was revised down when the cost of goods sold was increased because of write-downs. It will be interesting to see how the street sees the EPS.
Think of it this way, if SIMO had to divest itself, how much would they get? Is that price below or above today's price?