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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (34441)	3/26/2003 10:23:03 AM
From: Techplayer	Read Replies (1) \| Respond to of 57110

Could this be having an effect? PRICEWATCH ALERTS - HIGH RETURN COVERED CALL OPTIONS ----------- -- Applied Materials Inc. (Nasdaq: AMAT) Last Price 13.61 - MAY 15 CALL OPTION@ $0.60 -> 15.3 %Return assigned* or this that includes NVLS? 9:59 (Dow Jones) Salomon Smith Barney lifts its beta exposure to any military-inspired trading rally by upgrading tech hardware/equipment and downgrading retailing. Strategist Tobias Levkovich says investors appear to be underweight tech while consumer discretionary valuations are attractive only in limited areas. Says oil has already shed two-thirds of its likely decline, so brings retailers down to market weight from overweight. Tech hardware goes to market weight from underweight as capex trends are improving and could accelerate and semis benefit from declining capacity growth. Adds SPX Corp. (SPW), DuPont (DD), Jabil (JBL), and Novellus (NVLS) to Recommended List.