Taking a blind stab at it I’d go long on QCOM. They are an exporter of chipsets and cdma licensing. If anyone is doing well with the dollar devaluation it would be exporters. Foreign co’s would be wise to buy what they need now (you know Motorola, Nokia, Samsung, LG).

Go long on exports. Go short on oil-dependent industries (domestic trucking, delivery services like fed-ex, UPS). Their overhead must be devastating, as it is with the airlines.

This information is all IMO yet should be taken as if it were etched in stone from on high (not).