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Politics : Formerly About Applied Materials
AMAT 335.70+0.9%1:44 PM EST

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To: Sam Citron who wrote (57194)12/11/2001 4:24:49 PM
From: advocatedevil  Read Replies (3) of 70976
 
Sam, Absolutely! It's funny you commented on this as I was making phantom AMAT plays in both directions today and would have done very well (if only I didn't have so much already in play...). In any case, thanks to Merck, my existing short-play didn't lose as much ground as it could have. I guess the market is expecting Merck to lower their semi-equip capex going forward! <g> I'm just hearing there may be some positive news from P&G tonight (probably going to raise their capex and rocket AMAT and the SCEs in the morning! <g>

AdvocateDevil
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