No one announces 3 months ahead of time that they are going to short a group much less name names. What he just told you was this; Fleck Cap took a leaseback share position in SkyW they must close by 8-21. That date coincidentally coincides with what will be Avago's run-up into earnings and SWKS next catalyst. Shorting SWKS or AAPL going into Christmas is pretty stupid and I'm assuming he's not that dumb, he just thinks that YOU are. This move down is weak and being exercised by a very conservative algorithm. Relax.