Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: zsteve who wrote (25843)	10/29/1998 4:41:00 PM
From: Artslaw	Read Replies (2) of 70976

Covered NVLS? I initiated Novellus short @ 40 this afternoon. Expecting everything to trend down to Friday close. Can't think of any upsides, but I do believe everything will go up starting next week on AMAT expectations and fall on AMAT results (regardless of what they are)--but I don't believe it strongly enough to play it either way. I really don't like the short side, though. I feel dirty. :) Steve

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