SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Full Disclosure Trading -- Ignore unavailable to you. Want to Upgrade?


To: Jan Crawley who wrote (3915)1/13/2003 12:24:48 PM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 13403
 
OT **

>> I will be watching<g>!

Oh, it's Xylinx you got to be watching. That stock is ratcheting up a little every day.



To: Jan Crawley who wrote (3915)1/13/2003 12:41:47 PM
From: Libbyt  Read Replies (1) | Respond to of 13403
 
OT -

AMAT... I will be watching<g>!

Do you have a current position in AMAT? What trading range do you see for AMAT based on the current option contracts?

Thanks!



To: Jan Crawley who wrote (3915)1/17/2003 1:00:48 PM
From: Jan Crawley  Read Replies (1) | Respond to of 13403
 
---OT---

Follow-ups...Re Amat options:
The OI of Feb-15 puts is 20581 contracts and the current premium is around $2. So another 9K puts were opened during the past few days. Hopefully some profit taking/short covering from those traders/funds.



To: Jan Crawley who wrote (3915)2/16/2003 5:42:40 PM
From: Jan Crawley  Respond to of 13403
 
Amat Options -

25K Amat Apr 10 puts were opened on Friday(OI=7713...I will update the updated OI number on Tuesday morning) @$.50 premium. IMO 2.5M shares is material.

As recorded here, 9K Feb 15 puts were purchased($1 premium) on Jan 10 while Amat was trading above $15...then approx. another 9K Feb 15 puts were opened in the following days....then approx. 15K Mar 10 puts were opened...about 10 days ago(before the warnings).

ps. If I were the 10K Feb 15 puts owner....I would have bot 1M Amat shares under/around $12 in the past few days...gave some price support and bot the Apr puts. The shares can be sold for gain$ next week if Amat goes up...then close the Feb puts.....anyway...Imo Amat will visit $10 in the next few months.