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Politics : High Tolerance Plasticity

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To: MetalTrader who wrote (3554)	4/18/2001 8:07:03 PM
From: energyplay	Read Replies (1) of 23153

Hi MetalTrader - I thought about selling some of my semi puts yesterday afternoon but didn't.... Bought some more Xilinix (XLNX) September 30 puts at about $2.10 I'm going to wait a few days and see what's available at a higer strike price, since Xilinx touched 50 today. It may have made all of it's move in the past 4 days, however. Chart sure looks spikey - maybe short covering ? Xilinx is heavily telecom, with almost no PC, automotive or industrial business. ALso, the nature of their products makes them more fungible (commodity like) like DRAMs anbd much less like proprietary analog components. This means they will be trying to sell against inventory already in the channel and at EMS companies. Nvidia - doesn't Nvidia have a potential upside with the X-box game platform ?

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