SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (38383)12/6/1998 10:25:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 132070
 
jorj, let me offer nvls as a better risk/reward ratio candidate. it is lesser company near a 52 week high while business sucks. premiums aren't too bad, imho. in addition, amat is up less than 100% since recent lows and nvls is up over 175% from similar lows. why the discrepancy? why ask why, buy puts and drink bud dry! :-)

btw, my jun 40 puts for nvls were $2 3/16 an hour before close on friday. i think they will be even less on monday.



To: Jorj X Mckie who wrote (38383)12/7/1998 11:31:00 AM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
JXM, I think the Xmas lies have already peaked and the semis have definitely responded to them. I don't sell short, too dangerous, but I do buy puts. I plan to reenter AMAT puts soon, though I think Novellus has the better downside potential.

MB


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News