Sold my PCMI. That alone will probably push it to the low $20's after earnings next week.
PCMI has had a big run in 2018, so I didn't want to hold into earnings after the CNXN warning. CNXN really getting pounded now. All the way down to $28. Would have been a good short when it opened in the $33's. The top & bottom line misses in Q3 didn't seem horrible. Think it's just that the slowdown happened at the end of the quarter. Might spell trouble for Q4.