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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (103)	10/27/2001 8:50:50 PM
From: Jerome	Read Replies (2) \| Respond to of 25522

A new Plan for next week....even though no one asked. Last week I thought that there would be a pull back on these stocks and I turned out to be absolutely wrong. Because I trade a lot of options I have to make some assumptions about how the market will play out for the next month or so. What we need for tomorrow are two plans.(figure it out on Sunday and do it on Monday) Assumption #1....the market rally continues for the Dow and the Nasdaq... Using AMAT, LRCX, NVLS, and KLAC...how should the hand be played? Assumption #2 the market is due for a correction and a pull back on the above mentioned stocks is in order. If this is your belief what is the best hand to hold for the next few months. Influencing factors for the near term are two.... a) End of the month and first of the month portfolio manipulation by Mutual Funds. b) Fed rate action in the next two weeks. Why not have every one post their best ideas sometime in the next day or so. I will give my bull s**t analysis tomorrow. Regards, Jerome