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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Iceberg who wrote (5731)12/19/1997 3:36:00 PM
From: The Perfect Hedge  Read Replies (1) of 95453
 
Ice-
When Amat was at 80 I had puts.I sold out way too early because the stock wasn't acting like it should.The difference between that stock and other techs like GTW,CSCO,MU,WDC and our stocks is that there really is no change in fundamentals.Alot of the techs were showing a slowdown in #'s but people chose to ignore them.Sequential growth was nil and there were other red flags.GD
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