This was a loser short. I think the selloff was directly due to the deleverage with the hedge funds and their banks pulling their margin. But with that seemingly fixed or at least on its way to being fixed, many of these stocks that have no biz trading down here just on fundamentals will correct to reprice true value. SIGM you can make the arguement is right now intrinsically worth $40+.
Even BRCM a great steal down here. Better the other day at $16
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