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

To: Tito L. Nisperos Jr. who wrote (10207)	11/1/1997 12:52:00 PM
From: Chi-X	Read Replies (2) \| Respond to of 70976

This weekend IBD (11/03/97) covers the "makers of chip-making gear." Most important part is "The Outlook": 5. THE OUTLOOK Although many chipmakers are buying new equipment, most will finish converting to 0.25-micron gear by late 1998. At that point, the memory market will be the big factor. This huge market needs to recover before chipmakers will build new plants. Dataquest expects equipment sales to recover only 7% to $21 billion next year. It says the market will reach $26.4 billion in 1999, up 26%, as some new factories are built. The year 2000 shapes up better. The market is forecast to grow 44% to $38.1 billion. UPSIDE: Underlying demand looks good. Chips and electronics gear in general are being built into more and more end products. One example is cars. Sales of personal computers are still going strong. RISKS: The economic downturn in Southeast Asia. Even before the crisis, chip factories in Thailand and Malaysia were being delayed due to financing. The Far East - including Taiwan and Korea - had been expected to emerge as the biggest consumers of chip- manufacturing gear by 2001. Cheers, Chi-X hath Spoken! "There shall be no wine, before its time."

To: Tito L. Nisperos Jr. who wrote (10207)	11/1/1997 3:07:00 PM
From: Steve W.	Read Replies (2) \| Respond to of 70976

Tito, I would be very interested if you would share some of your trading strategy's involving LEAPS. When you get a double, do you ever sell 1/2 and freeroll on the rest? Do you try to time the waves and pick up 6-15K and buy back in? What have you done that has worked well and what srategies have failed. I will greatly appreciate your input as I am trying to focus on LEAPS with over 18 months time to get the extra leverage but not assume the extreme risk of short term options (less than 4 months). I did well with these at first (short termers) but have now given back 60% of those related gains. Havn't lost on a LEAPS play yet though. LEAPS on quality companies that have recently been beaten down a little just seems like stealing........SW......