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

To: Tito L. Nisperos Jr. who wrote (50702)8/16/2001 2:31:10 PM
From: Math Junkie  Read Replies (2) | Respond to of 70976
 
If, as you say, you are going to use history as a guide, then you might want to consider the fact that AMAT's price-to-sales ratio is several times higher than it was in 1996. And those leaps do not appear to be anywhere near $4/share this time.

I'm not saying that leaps are a bad idea, but I am doubtful that we will see gains as large as we did during the bubble.



To: Tito L. Nisperos Jr. who wrote (50702)8/16/2001 4:01:05 PM
From: daryll40  Respond to of 70976
 
Great story, Tito. Let's hope history DOES repeat itself!



To: Tito L. Nisperos Jr. who wrote (50702)8/17/2001 12:57:07 AM
From: Henry D  Read Replies (2) | Respond to of 70976
 
Tito,

i heard your LEAP story before. and everytime i hear it agian, it brings a grin to my face. good for you! but have you researched how much you would have made, if instead of buying LEAPS and praying the upturn, if you stayed in cash and waited for AMAT or its major customers to announce the upturn or better visibility and jumped in with shorter call options?

Henry


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