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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.41+1.1%Dec 19 9:30 AM EST
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To: willcousa who wrote (9914)5/20/2004 6:20:31 PM
From: robert b furman  Read Replies (2) of 25522
 
HI Will,

I agree,This Iraq war/price of oil is a stagnating force to the global economy.

Stagnating not because the recovery is stalling - but rather a diversion to the long missed feel good days.

I just came back from Italy whre a litre of gas was 6.000 plus.

Two buck gas is cheap and will not alter American preferences on vehicles.We are lucky we have space excepting urban areas and imports/cars dominate these markets already.

During these times of major indecision - consolidation is the name of the game.

In fact students of past markets would do well to note how often consolidation occurs on a percent of the overall market.

Regretably we are in long term consolidation.During these time frames selling puts and or calls has great rewards.One thing for sure ,I want time premium decay on my side not against me.

I've staggered some put sells out over the year and so far have had stock put to me at some below market unobtainable prices.If the market gets worse I'll cover the acquisition with a marginal loss.If we get a leg up prior to the election, I'll have nice "ADD TO" positions.

Times od consolidation are perfect for selling puts and calls or both.

Good to hear from you.
Bob
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