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Politics : Formerly About Applied Materials
AMAT 284.31+5.8%3:59 PM EST

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To: lrrp who wrote (34033)2/3/2000 11:36:00 PM
From: Ian@SI   of 70976
 
OT to Steve,

I don't think my sale was very noteworthy or portends anything at all except that now CYMI will probably exhibit the Cape Canaveral pattern.

If you want proof, check one of my last posts on the LSI thread. I believe I sold at about 28 not that long ago to pay off a margin loan.

I also sold BRKS near 40. and that was a very short time ago.

And my worst decision: I bought ALXN at about 32-33; immediately sold the Jan 35 Covered call for a premium of 1.50 and had the shares called away because I decided not to pay more than $10 to buy the calls back. ALXN is much more than 35 today.

And finally, the driver for my CYMI sell was fully stated in the post on the CYMI thread. As you well know, it had absolutely nothing whatsoever to do with Industry, Sector or Company fundamentals or technicals. It dealt solely with my personal portfolio status.

Are you suggesting that I'm a major bellwether; and thus, I shouldn't post any of my trades; so that people with hidden agendas are not able to use that information out of context?

Ian.
<just a little annoyed with your out of context post, but many thanks for mentioning me in the same post as an honourable mention of Cary Salsberg>

its noteworthy
that Ian Stromberg has recently sold his cymer; steve
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