New Year, New Rules: Waiting Out the PC Stocks

You're scrubbing down after a long, lousy year for PC stocks. But you just can't hide that smell.

Shorting Against the Boxxies PC stocks plunging

PC investors came to consciousness in 2000. Blowups by every major manufacturer of personal computers disabused them of Edenic growth expectations and led them into a sobering postlapsarian world. The long-awaited secular slowdown of the personal computer market is finally at hand. Organic growth waning, the battle for market share can only get more brutal, and the inventories left by a lackluster holiday shopping season bode ill for profit margins. PCs, it turns out, are a lot like automobiles. And that's not good in a slowing economy. ...