No. of Recommendations: 3
...of the most useful thing I ever gleened from watching bubblevision.

On the day after Thanksgiving of 2000, with the market running a short, lightly traded session and most people doing other stuff, Broadcom issued an earnings warning. Seems that their customers had been double and triple ordering to cover themselves because everyone's growth projections were so high and vendors were capacity limited. They suddenly discovered the growth wasn't happening and orders were being cancelled right and left.

Will someone drop a bomb when no one is watching tomorrow?

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