If you are looking to get into the short game this late into the cycle, look no further than the computer hard drive (HDD) sector. According to TOM's Hardware, HDD sales are down over 30% over last year due to poor PC sales. You can get a terabyte HDD on Amazon for about $40 bucks USD - incredible. Haven't research company specifics, but I'm sure margins are deteriorating big time. STX, WDC, etc....