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Politics : Formerly About Applied Materials
AMAT 267.87-0.6%Dec 5 3:59 PM EST

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To: Jerome who wrote (46011)4/29/2001 1:20:39 AM
From: FJB  Read Replies (1) of 70976
 
Jerome, its not a question of trying to outguess the market, its a question of putting capital to work. Probably 70% of my portfolio is the same as it was a year ago. (AMAT, NVLS, LRCX, ESIO, ASYT,KLAC INTC )

I don't think any of those companies will go bankrupt, so that's good. What types of returns have you received on your speculative, trading capital(the options, be honest) over the last year?

Bob
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