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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: MetalTrader who wrote (3554)	4/18/2001 8:07:03 PM
From: energyplay	Read Replies (1) \| Respond to of 23153

Hi MetalTrader - I thought about selling some of my semi puts yesterday afternoon but didn't.... Bought some more Xilinix (XLNX) September 30 puts at about $2.10 I'm going to wait a few days and see what's available at a higer strike price, since Xilinx touched 50 today. It may have made all of it's move in the past 4 days, however. Chart sure looks spikey - maybe short covering ? Xilinx is heavily telecom, with almost no PC, automotive or industrial business. ALso, the nature of their products makes them more fungible (commodity like) like DRAMs anbd much less like proprietary analog components. This means they will be trying to sell against inventory already in the channel and at EMS companies. Nvidia - doesn't Nvidia have a potential upside with the X-box game platform ?

To: MetalTrader who wrote (3554)	4/18/2001 8:10:44 PM
From: CommanderCricket	Read Replies (2) \| Respond to of 23153

Spent the day at 37,000 feet. I'm not one to step in front of the fed train, but not much has changed. Tech isn't going to be growing earnings anytime soon. Revenues for the next two quarters are dropping.... This is a "feel good" rally. When I looked at the closing prices of several EMS providers, ACTM, SLR, FLEX, I'm amazed. The bad news hasn't really come out yet. Specifically for Flex and Solectron. What happened to PDE? PGO? Time to reload.