Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.29

-3.4%

3:59 PM EST

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To: advocatedevil who wrote (46953)	5/18/2001 11:46:28 AM
From: Sam Citron	Read Replies (1) of 70976

AD, Could you give some indication of what % of your total investable capital is now short AMAT and what the balance of your investment capital allocation looks like in general terms? I am trying to ascertain how significant a bet you are placing on AMAT. My personal belief is that your present AMAT position can be rewarding but only if you are willing to relax some of the tight stops that you have set in the past. Your current scale up selling strategy will succeed in capturing the top of the nearby trading range only if you will allow it enough breathing room to work but this is very difficult to do, and could be foolhardy, if you have too much of your capital at risk in the position.

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