Op (and Zeev) -- I agree the QLGC warning isn't great news. However, they claim the shortfall is just two OEM HBA customers. Is that really a harbinger of things to come for all tech?
Q has been weaker then the naz for some time now. I've been thinking it's heading to 36 (a H+S target, though the H+S didn't really follow volume rules). We shall see if it leads the down and takes the semis with it... or simply falls faster than the rest.