Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.31

-3.2%

Nov 13 3:59 PM EST

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To: Cary Salsberg who wrote (43043)	3/11/2001 12:19:48 PM
From: Sam Citron	Read Replies (1) of 70976

I will "round up" CSCO at 18.96 Curious how you derived this somewhat unusual price target. I am currently short AMAT at 50.875 and short AMAT Jan '03 40 puts at 9.125. I currently intend to cover my short stock position at just under 40 and add to my short LEAP put position at same time. Excellent Dan Niles interview on CNN Weekend Ed. speaking about INTC. Definitely an advocate of your "Pay Me Now" scenario. "Very bearish" on semis with Asia and Europe now slowing. Notes PSRs still relatively hi on historical trough comp basis. Sam

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