I think Yahoo or HP would be the most likely candidates. HP is at about a fifth of it's peak market cap, largely as a result of a similar play. I'd short Goog

I think Yahoo or HP would be the most likely candidates. HP is at about a fifth of it's peak market cap, largely as a result of a similar play. I'd short Google, but there's an old saying that markets can be irrational far longer than an individual wallet can sustain a short....