Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.34

+1.0%

12:59 PM EST

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To: Sam Citron who wrote (37975)	10/8/2000 10:39:09 PM
From: Ian@SI	Read Replies (1) of 70976

Sam, I've found that selling PUTs across a variety of sectors tends to reduce the overall risk most of the time. Putting together your own basket of semiequips may just raise your commission cost getting in and out even at Dreyfuss without necessarily giving you much diversity. The key argument is that the sector is unlikely to remain oversold for much longer. But I certainly never predicted it get anywhere close to today's level before the cycle ended. Not knowing how we got here, I don't know what will get the sector back to valuations which match its prospects. Ian.

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