Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 307.20

+2.0%

3:59 PM EST

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To: Cary Salsberg who wrote (62562)	4/1/2002 11:33:53 AM
From: Sam Citron	Read Replies (3) of 70976

RE: industry buy strategy & the weak sister problem Cary, When accumulating a position in 2 or more industry leaders using scale down buying and covered call writes (I am now thinking now of XLNX and ALTR, but the case could be extended to AMAT and the original 8 semi-equips), is it a potential concern that you may end up owning a disproportional share of the weaker sister(s)? If so, do you have a strategy for mitigating such risk? Sam

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