Zeev,
Curly, we are in troubles, you and I are on the same side, again...
Does this mean that you are predicting $200 ala Curly? Man!, your turnips know how to rock and roll!
I was expecting the 16's, and would have bought back in but it was like a tornado came through and just lifted prices so fast I couldn't hit the buy button fast enough. -g- But like a tornado, things usually settle quite quickly. Are you sure now that your original turnip predictions of a summer slump are in the dumpster? I'm not so sure myself. If someone pointed a gun to me and made me answer I would say that this may be the last gasp and not the upturn that you are seeing.
You've heard of fake-outs of course. Please tell me why you seem to think that this isn't one of them. Personally, I'm looking to take my CYMI proceeds(@19 11/16, basis 28) and buying IBM near-term puts(and perhaps shorting some internuts). I do still hold SFAM since it sells so close to book. Maybe that's a bad idea but I think that NVLS will eventually buy them, together with LRCX, in order to combat that guerilla called AMAT.
Craig |
