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Strategies & Market Trends : Stock Attack -- A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Nancy who wrote (11787)7/11/1998 12:55:00 AM
From: Sonki  Read Replies (1) | Respond to of 42787
 
Nancy, i bot amat in the fall of '96. PE at that time was 13-15.
at peak of Amat last year Amat PE was 50. so you see people exagerate these stocks on both sides. btw: at that time price was 28. before the split so $14.

i have sold leap against my amat stock long time ago so i m making mony on the down side but i have to eventually uncover these leaps so that is what i will do next week, take some profit on the down side which is same as going long. I may even add to amat/nvls.
next week semi conf.. going on

Someone on AMAT recently sent me BTB (book to bill) chart that compares 96 to 98 real well. if u want i can dig it up.

i tell u i sleep lot better w. amat nvls then i would if i bot dell at these prices. what ever dell i buy these days only for trading.

pfe:

do you think PFE willl go above 120 and carry on?
i sold some trading pfe today.
Remeber, I sold pfe 100 puts for jan99($8.5)? when it was 103? i m still holding those. (50% profit but not realized yet).
if PFE is in trading range 105-115 then i better UnShort those puts. now. approx $4. if i don't do anything that sucker would loose it all in the time value. if i close the put, i can sell it again at 105. what do u think? any one?



To: Nancy who wrote (11787)7/12/1998 8:18:00 PM
From: Judy  Read Replies (1) | Respond to of 42787
 
Japan and China are the biggest unknown in the Asian economic debacle. I don't mean this just with respect to AMAT or the semi industry. I am referring to these two countries as providing the current support for the line of dominos on the verge of falling. Posted this concern months ago when US stocks first started sneezing from the Asia flu.

Strategic vs short-term comments, investing vs trading ...