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

To: Math Junkie who wrote (59226)1/23/2002 12:28:10 PM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
"Motorola cuts chip capital spending to just $200 million in 2002"

siliconstrategies.com

AdvocateDevil



To: Math Junkie who wrote (59226)1/23/2002 12:53:31 PM
From: Sam Citron  Read Replies (1) | Respond to of 70976
 
Richard,

Are you in the KLAC 401k plan? Curious what proportion of their 401k is in KLAC and other semi-equips? (The Enron question <g>)

I am currently short 8 naked AMAT Jan '03 40 puts (avg. premium rcvd $8.9/share) and 500 AMAT at 39.60. I've never worked in the semi-equip industry and attribute most of what I know about investing in it to Cary and other threaders. My background is in economics, and I retired from my law practice last year.

Sam


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