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

To: Sam Citron who wrote (57307)	12/12/2001 11:02:45 PM
From: advocatedevil	Read Replies (2) \| Respond to of 70976

ST - Trading FWIW, Sam, The year is almost over, so I went back and tabbed up some numbers so I could include my calendar YTD status here. With perhaps a couple of exceptions, all trades included in these totals were posted on this thread real-time. Almost all trades were AMAT dark-side plays. Even with my large current losing position, you won't hear me complaining. Current position: 5000 shares AMAT short averaged at $40.92 AMAT closing price 12/12/01 $44.87 MTD booked gain: +$675 MTD paper loss on current play: -$19,750 MTD status: -$19,075 YTD booked gain: +$131,150 YTD status: +$111,400 AdvocateDevil

To: Sam Citron who wrote (57307)	12/13/2001 2:06:54 AM
From: advocatedevil	Read Replies (2) \| Respond to of 70976

RE: "How about 3rd round layoffs that any rational firm must have in its contingency plan right now just in case things don't look much better in 6 months?" It appears this IS the 3rd round of layoffs this year: "The move represents the latest in a series of cutbacks at Applied, which announced the layoff of 2,000 workers in September (see Sept. 20 story). Earlier this year, Applied reduced its headcount by 1,000 positions with a voluntary severance program (see March 15 story)." siliconstrategies.com AdvocateDevil