Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 332.56

+4.1%

Jan 27 3:59 PM EST

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To: advocatedevil who wrote (46514)	5/10/2001 9:47:13 AM
From: mitch-c	Read Replies (1) of 70976

Looks like a firewall glitch/upgrade blocks me from SI at work, so I'll hit a quick one from home. 1) Geez ... this is beginning to sound like a college bar. Everyone has the answers while in an armchair. 2) ST trading update - I snagged some May 55 puts @ 3.75 a week or so ago ... larger position than usual. Expecting mid-40's before May options expire. This is the "early May" when I figured the sentiment would wax negative. I see it in the news, not in the price. Yet. 3) I think this is my last trip to the downside well ... assuming mid-40's (and a healthy ST profit), I think that will be the time to go yo-yo, and pick up some '04 Leaps. - Mitch PS- One of the fallacies in the "free trade" debate is that economics is zero-sum - i.e. for each gain somewhere, someone else loses out. Ain't so - new wealth is constantly created. If you count the RATE of that creation as winner/loser, I don't think that works ... everyone "knows" that it's easier for small companies (or economies) to grow radically than for big ones. Redistribution and collectivism are derived from the zero-sum fallacy.

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