I follow some of the comments from Chanos and thought his views on HP and Dell were interesting: -
http://finance.yahoo.com/blogs/daily-ti ... 34904.html
Jim Chanos
Chanos: We Are Short Hewlett-Packard & Dell
http://video.cnbc.com/gallery/?play=1&video=3000163744
Chanos: China Growing Bigger Credit Bubble
http://video.cnbc.com/gallery/?play=1&video=3000163745
Chanos: 'The Jury is Out on Herbalife'
http://video.cnbc.com/gallery/?play=1&video=3000163717
http://video.cnbc.com/gallery/?play=1&video=3000163744
Chanos: China Growing Bigger Credit Bubble
http://video.cnbc.com/gallery/?play=1&video=3000163745
Chanos: 'The Jury is Out on Herbalife'
http://video.cnbc.com/gallery/?play=1&video=3000163717