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Politics : Formerly About Applied Materials
AMAT 228.68+1.2%Nov 17 3:59 PM EST

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To: Proud_Infidel who wrote (26751)11/29/1998 11:56:00 PM
From: Skeeter Bug  Read Replies (1) of 70976
 
brian, so do you disagree or do you believe that breakeven for the dram players is a sustained recovery during the busiest seasonal period? i do realize this takes some thought on your part other than "market go up, bears be bad." try, i think you can do it ;-)

i think fleck makes a lot of sense though i don't "follow" him as in do what he does. i don't short. i buy puts. not sure if he made 1000%+ on cmb puts like i did.

i also understand the market is full of folks who don't do any analysis at all and so i have not bought put one during this latest run up. however, i will :-)
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