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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Sam Sara who wrote (11404)	3/9/2001 9:25:45 PM
From: pbull	Read Replies (2) \| Respond to of 13572

One (of many) revelations will be the number of companies that are piling up inventories where the end market, for the time being, at least, doesn't exist any more. Remember all those prospective IPO's for companies that make tunable lasers, specialty packaging, etc.? Yep. Yep. How about CREE? Well, take a look. And on and on and on. This weekend, I'm going to try to a find a bank to short, someone who's leveraged to tech AND real estate. Something like Silicon Valley Bankshares, although I have only begun researching this idea. PB