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

To: Tito L. Nisperos Jr. who wrote (63425)	5/5/2002 1:44:43 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

Tito, maybe this is of interest... Applied Materials (NasdaqNM: AMAT - news) Inc.'s options were active ahead of its May 14 quarterly earnings report as a large investor established a new position in its June calls while closing out a position in the July calls, market watchers said. It appears this investor sold more than 12,000 June 22 .50 calls and bought back a similar amount of July 27 .50 calls. If this person owns the underlying stock, this trade would provide a downside hedge at a lower strike price and a month earlier than before. With Applied Materials shares down 9 cents to $22.78, the price of the June 22 .50 calls fell 50 cents to $1.95 at the American Stock Exchange. The July 27 .50 calls fell 5 cents to 80 cents at the AMEX. biz.yahoo.com

To: Tito L. Nisperos Jr. who wrote (63425)	5/6/2002 11:32:18 AM
From: Paul V.	Read Replies (2) \| Respond to of 70976

Tito, My thoughts exactly! In looking at past up cycles it appears that the highs were reached from the Sept-Nov. time period with the exception of the last one where it continued to April I believe when it hit $230 from a low of $21.50 before the recent two splits. Not a bad runup for those like Lester E. who was a holder of the stock and never sold it from the early '90's. Bye the way, does anyone know what has happened to Lester E. We know he was the elder statesman on our site. I miss his post. Paul

To: Tito L. Nisperos Jr. who wrote (63425)	5/6/2002 2:13:41 PM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

AMAT YoYo Demo —- Landing should end by mid-June ... 5/6/02 Bought AMAT 20 Calls Jul 22.5 @ 2.90/sh

To: Tito L. Nisperos Jr. who wrote (63425)	6/3/2002 3:51:23 PM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

AMAT YoYo Demo —- As far as AMAT is concerned, this current downturn is not necessarily caused by Investors' fear of war. It's more of a Habit of AMAT as mentioned in this post: —- Message 17425442 Using the price of 27.95 (55.90 pre-split) as the Top of the Landing this time around: -25% and –30% = 20.96 and 19.57 respectively. As of this writing, the low was reached at 21.36 or –23.58% —- we're getting real close to the Lows in a Landing phase in an AMAT Bull Market. Remember, the End of the Landing usually occurs during the second part of June. Of course some catastrophe like that of 9-11 will eschew things. Also, history doesn't repeat exactly like the last time… but at least we are prepared if what we think will happen really happens. I usually buy way above the actual Low because I'm just human. just guessing and just thinking "might be different this time." Also, I know from experience that Important lows are usually shaped like Ys not Vs. I might not post what I'm going to buy as we go lower some more --- but certainly will be buying again. I hope this Reminder helps