The Black Box

[James Bondage]

Expecting Coke, Kellogs, Bud, etc to get slammed before we are done on the downside. Remember the phrase - "The Generals must fall"? MSFT and IBM could use another 20% haircut too. Small caps double the pain - entering CRM short, and probably RNOW too. I was probably premature with my MRVL and BRCM, but its only a small comittment so far. I will probably short double my positions in those to protect and profit a bit. Looking for more shorts as always. Should be an interesting September..