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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: LKO who wrote (90066)	3/6/2001 4:39:59 PM
From: Sanjay Mazumdar	Read Replies (1) \| Respond to of 132070

You are probably right but I will probably do it anyway. Specially if the NASDAQ keeps going up then the semi. manufacturing companies are going to be the excellent shorts. Also when I say short I mean I want to play the stock as it goes down. And I can do that by buying puts or selling calls (naked). My studies show that it is also a less risky strategy if done correctly. I am also pretty confident that the book to bill will be worse in March than in Feb. which is already at 0.81 and so AMAT and even more NVLS still has a big potential downside. It is just the nerves of doing something for the first time.<G> SM