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

To: kdavy who wrote (58654)	1/10/2002 2:59:46 PM
From: kdavy	Read Replies (1) \| Respond to of 70976

ST trading: It seems that amat, mxim and other semis are not going down. I have started accumulating bought 1000 amat 45.99, 500 mxim 56.95. Will keep adding for each point drop. kdavy

To: kdavy who wrote (58654)	1/10/2002 3:01:16 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

kdavy, OT *** brainstorming To me this thread is 'home' where I can float ideas, halfbaked or not, and not be called an idiot. :) Since I do a little ST trading now, my biggest challenge is to ignore additional profits I could have had. Some of these trades are even in my IRA account, which requires no tax related paper work. I have my eye on CPQ calls, since arbitrage between HWP and CPQ is still large and I think the merger will happen. Jerome first suggested buying April CPQ calls to me and that trade was very successful. Thanks Jerome.:) BTW, OSX is down to 82 and I follow it for a sign to enter oil service again. During the first half of 2001 oil service stocks kept my portfolio from losses that were too large. I'm just observing today. Gottfried