Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Henry D who wrote (46354)	5/7/2001 12:45:27 PM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

Henry D, The Trades I'm Posting are just a part of my daily trades including Options. Those are just to show how to time Buys and Sells using the AMAT YoYo moves covering an 11-day average period (sometimes 7-day, sometimes 15-day --- keeps us guessing how long it will take this time or the next YoYo). For both AMAT Bulls and Bears alike.--- But my advice is to trade just a small fraction say 10% of one's Portfolio. Jan 2003 LEAPs are due to arrive after the Options Expiration this month of May.

To: Henry D who wrote (46354)	5/7/2001 3:19:38 PM
From: Jacob Snyder	Respond to of 70976

I'll be buying LEAPs too, but I may wait until the 2005s become available, because: 1. I see more and more evidence that bookings may not trough until 2002, and 2. I expect stock prices to trough when bookings do. That is the longterm consistent historical pattern. 3. Valuations today are only realistic if I am totally wrong about where we are in the cycle. 2004 LEAPs will become available at the end of this month. If you have to go long, I'd strongly advise buying stock, not LEAPs, at this point. And, before you buy, be sure you have the fortitude to hold through the scenario the bears are seeing. Even if you don't think it'll happen, you can't be 100% sure. Unfortunately, I think a lot of investors who have bought in 2000, are selling this year at huge losses. And, similarly, a lot in investors who are buying in 2001, will end up selling at the low next year, if sentiment and fundamentals crater again.