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To: Todd D. Wiener who wrote (812)2/6/1998 10:59:00 PM
From: Jeff Bond  Read Replies (1) | Respond to of 886
 
Todd,

SFAM and NVLS is the potential I was referring to, and I'm sure the one JP also was referring to. NVLS CEO joined the board of directors of SFAM; the two make a good partnership in assaulting AMAT in the 300 mm wafer fabrication race.

I like your estimates as being pretty realistic for SMTC earnings. Is $45 still a realistic year-end target price in your mind, or is it a little low (or high)? Will much change based on the actual results of the upcoming earnings report this quarter? How much will this Q4 report tell us about next years expected earnings? Thank you, have a great weekend.

Regsrds, JB



To: Todd D. Wiener who wrote (812)2/7/1998 11:57:00 PM
From: pham  Read Replies (2) | Respond to of 886
 
>>interested shorts may feel more comfortable shorting the stock while using calls as a hedge. It's an interesting strategy to short SMTC and buy calls. It could be verified by looking at the open interest in the $20 and $22.5 calls.<<

Todd, Do you mind elaborate on the above strategy. I am not looking
to short SMTC. I am just interested in those Option trader's strategy. This is like playing craps in Vegas!!


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