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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (28982)	3/1/2006 10:44:57 PM
From: auriculatus	Respond to of 95757

I knew you would say that. I looked at that, too, but the 40 is not going to happen that quickly. Max pain is at 27.5, just like the last two months. They closed it at 27.44 and 27.12 on expiration for these months after it had been higher just days before. NVLS should be a 40 dollar stock if it were traded at the same p/b value as the others, actually, that would get you 50, but I can see why that would be too high. NVLS seems to have margin problems and that is why they are stuck in a rut. In October you could have bought LRCX for 28, the same price as NVLS. LRCX is now at 45 and NVLS at 27. That in mind, it would actually not be bad to deliver right in here and play someplace else when the prices are right. Once I deliver I will try some of the plays you have proposed before, to short a stock before earnings and buy 10 times the amount of calls that are out of the money.