In reedit, and here added BRCM at $17.91, and also added NVDA at $12.62. Mosis, come to lunch now... Cash actually under 40% (around 36%), but of course, that will change rapidly back to the 60%-70% by the close.
In edit and now back in EXPE at $65.01, only BRCM missing for the Q launch.
The whole market is down, and I just got in QCOM here at $36.66. In edit, and few minutes later, in INTU at $47.81.
Zeev