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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Tommaso who wrote (25175)	3/9/2005 7:59:01 PM
From: Earlie	Read Replies (2) \| Respond to of 116555

Hi Tomasso: Don't like to post specifics but IBM, DELL, PLMO, INTC, TXN, CDWC are good examples from the tech sector. Others where the premiums are too high but the stocks are excellent short candidates from my perspective might include RIMM, GOOG, FLEX, CLS, (or any other electronic contract manufacturer). Now if someone also asked me about the financial sector, I would add names like CFC, COF, MTG, FNM, etc, but the premiums are slightly higher so one might have to just short them. (g) Best, Earlie