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

To: Robert O who wrote (61832)	3/13/2002 2:42:55 PM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Thanks RO. I'm catching up on the thread and my e-mails this morning. I've done some significant selling and repositioning in my entire portfolio over the last several days. I've locked in decent gains across all accounts reflecting a change to an overall more conservative stance. I set aside a good chunk of my profits to cover tax liabilities and set up a new trading account cash allocation to play with going forward. While I'll continue to trade AMAT from time to time, it's highly unlikely I'll return to past activity levels. I did book a few dark-side wins over the past few days, two of them were for AMAT, but they were for only 1000 shares each, so the $ gains were minimal. It's interesting to see AMAT back here at $49 and change. It's unfortunate I took the major hit on my last big short play as it would have been a winner today, but on the flip side it appears I may have sold our large long position at a decent price (averaged just under $54). Going forward I plan to continue "havin' fun," and may jump in with a significant play now and then, but for the most part I'll probably trade in a scaled down more diversified manner. Good luck to you. AdvocateDevil Hmmm... Just watchin' at the moment, but for someone like me who likes to fight the trend, AMAT looks interesting as a ST-LONG play here at $48.88, just a thought FWIW.