Axe is now totally discredited. He knows nothing just like the rest of us. This is great news Avago is a pile of shite. I was really worried when in earlier reports yoo said they would be spending money on marketing the Avago brand.
I think that Yoo is changing rapidly. More by accident rather than design, they have realised that they have been going the the wrong direction. I think that Mr Macdonald knows that throwing good money after bad is not a good idea.
However I also think that we have been fucked again by Yoo. Why do a placing if two weeks later you are going to get 5 million quid. maybe the full year figures are going to be really awful.