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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Ian@SI who wrote (37974)10/8/2000 10:07:30 PM
From: Sam Citron  Read Replies (2) | Respond to of 70976
 
Ian,

I am talking about constructing my own semiequip basket by writing leap puts of a variety of industry leaders. I do not know of any other proxy for the entire industry, other than perhaps AMAT itself. It's actually somewhat difficult to justify the time and trouble of going beyond AMAT, as the relative bargains that sometimes appear often prove chimerical.

Sam