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To: advocatedevil who wrote (2493)	11/5/2002 2:23:24 PM
From: advocatedevil	Read Replies (1) \| Respond to of 13403

FWIW, Short AMAT 4,000 shares averaged at $15.60 Right back in for the helluvit! AdvocateDevil

To: advocatedevil who wrote (2493)	11/5/2002 5:02:04 PM
From: Robert O	Read Replies (2) \| Respond to of 13403

ot Oh very nice out on amat AD! Funny how prices move. I got out of Flex to cover at best time in the a.m. but there would be an equal chance, after a brief runnup, by the afternoon. same and more for AMAT. You had extraordinary patience to lock in that win. If tomorrow is like other Fed days we should see a runnup or flat up to the Fed rate anncmnt. then a drop as folks are (inexplicably and forever) 'disappointed' they did not do more. After such a big bounce off the bottom this time around should not dissapoint. Oh yea there should be the usual head fake right after the news then down she goes. One difference here is the CSCO anncmnt. after bell Wen. could 'freeze' the action somewhat as that bellwether will set the tone for, literally, weeks to come. I expect to hear about some weakness given others' stories in the category. bwdik RO