ZH - And now.....BRCM..there are clearly some significant areas in tech that are roaring.
Notice the absence of rootweeevil analysts calling around the supply chain to throw some bad news on good results like they did only last year.
No my guess is that they have been checking and only found that things are better and so they don't do the reverse and print that the supply chain confirms good news. No they just don't say anything.