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To: oldirtybastard who wrote (70480)2/22/2001 4:14:44 PM
From: chic_hearne  Read Replies (1) | Respond to of 436258
 
being the dickhead that he is, I am hoping it comes out as a lot of negativity and pessimism in the call.

You must have seen him speak at some point?

What do you think of the SOXX here? I've built up a pretty monstrous put position in AMAT

Don't mess with the SOX anymore, best trading decision I ever made. -ng



To: oldirtybastard who wrote (70480)2/22/2001 4:30:45 PM
From: Earlie  Read Replies (1) | Respond to of 436258
 
ODB:

AMAT is currently my largest "core position" holding. Not adding, but no discomfort with it. I view it as an annuity about to come due. (g)

Best, Earlie