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


To: Gottfried who wrote (51387)3/7/2011 10:51:40 PM
From: Return to Sender  Read Replies (2) | Respond to of 95383
 
What I remember most about the Full Disclosure thread is that it was basically created to redirect Advocate Devil whose legendary counter trend trades shorting AMAT drew incredible amounts of ire from many posters on the AMAT thread.

AD made a ton of money shorting AMAT in short term trades. But it ended badly for AD when he took out too big a short position in AMAT just as it began to rally in earnest. I miss that guy! He had some real style and a great sense of humor.

If you were Jacob would you consider buying calls or selling puts versus his KLIC short position going into its next earning report?

The fact that he has kept his position small enough that it is very unlikely to ever result in a margin call makes it manageable over time.

You know a thousand times more about options than me.

Best of luck with all your trades!

RtS