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To: craig crawford who wrote (112710)7/15/2001 4:24:54 PM
From: patron_anejo_por_favor  Read Replies (2) | Respond to of 436258
 
Dell is kind of a perennial fave here; lots of CFZ regulars made big bucks shorting that one. I personally think they're range bound until September, so I'm not playing them right now. In fact for the most part, I'm out of tech (though fiber-channel storage, IE Broke-Aid and EMLX probably have further to go down). I am short BRCM, that one looks ripe.

I think we can tolerate a fairly wide range of opinion, as long as the poster's opinion is discussed in a calm rational way. For example, I wouldn't be shocked if silver hit 3.50 or gold hit 200, even though I'm long both. It's a longer term play, and something of a dollar hedge for me, so I don't really care if it drops...but if it does, don't expect most of the commodities you follow to be up, either (especially the base metals).