Loading Up on the PC Names? Be Careful

Editor's Note: Jim Seymour's column runs exclusively on RealMoney.com; this is a special free look at his column. For a free trial subscription to RealMoney.com, click here. This article was published Nov. 27 on RealMoney.

I've gotta get some security guys in here to do a sweep on my office.

Monday morning I was sitting here working on a column about safe ways to participate in this maybe-rally, focusing on the share-takers -- those companies that are so strong and nimble that even in these difficult days, they're moving ahead, stealing market share from their competitors.

Because whatever happens short-term in the market, these powerhouses are likely to do at least OK. And when things really do turn around, they're going to stomp around like the market-dominating players they've become. Dell (DELL Quote) was my cleanest example. ...