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Politics : Formerly About Applied Materials
AMAT 231.51+2.8%1:45 PM EST

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To: Proud_Infidel who wrote (50438)8/12/2001 10:28:39 PM
From: Jerome  Read Replies (2) of 70976
 
Conference Call.....for AMAT

Not likely to be a great deal different from others in the same industry.

That being said... the response to the conference call is the thing to watch for.

Some possible strategies....if AMAT hits 39.

1)If you are long get longer.

2) Write covered call at the 45 strike prior to earnings.

3) If AMAT hits 39 check out the Jan 03 leaps at the 40 or 45 strike.

4) don't short AMAT at 39 unless you are looking for a tax loss.

The Greenspan interest rate cuts will fo more for AMAT's stock price than will the outlook of the AMAT conference call.

Keep in mind that this poster has qualified for the "ignore list" without prejudice or compassion.

Regards, Jerome
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