Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 220.28

-6.4%

3:59 PM EST

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To: Gottfried who wrote (1616)	7/19/2002 7:18:58 AM
From: Rajiv Hargunani	Read Replies (2) of 25522

Update from soundview on AMAT and NVLS and others research.soundview.com I would be interested in knowing the investment plan for people holding AMAT and other semis. I have been LTBH since 95, but lately have done Call Writing and buying puts. I know Cary does OTM call writing, curious to find out if others are hedged or simply holding waiting for an upturn. I was working the graveyard shift and happened to read the recent discussion on the Blood thread and the Golden Jackass Tobacco Shop thread. They do have a different point of view and I might alter my investment plan and hedge more against my holdings. Looks like another rough opening, with S&P Futures down 6.70 as I type. Regards Rajiv

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