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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
Posts SubjectMarks Bans Symbol
10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
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9321With reduced guidance for next quarter, and even a missed earnings these semi-eqJerome-1/18/2001
9320Sorry to anyone if I missed discussing the risk. Yes risk is a major concern ansergio-1/18/2001
9319Not to take away attention from semi-equips, but Thanks Steve on the caution of SpecialK-1/18/2001
9318If you go to cash, do it on the next upturn - not now.willcousa-1/18/2001
9317<<It would be nice to write a naked put.>> I have no idea what yourMr. Sunshine-1/18/2001
9316I think in part it depends upon how the brokers are regulated which varies by coIan@SI-1/18/2001
9315Chuck, thanks! I'm really interested in how much is going to the semi equipsGottfried-1/18/2001
9314It would be nice to write a naked put. However, most or all brokers requires yosergio-1/18/2001
9313Ian, $1 B will be in line with the $266 MM they spent last q. I thought that $1.Zeev Hed-1/18/2001
9312Being all equities has been an outstanding strategy for the past 20 years. ... Ian@SI-1/18/2001
9311I have done less put writing because I have to have cash available to pick up anwillcousa-1/18/2001
9310IMO, writing PUTs is better than buying CALLs in the sense that Time works on myIan@SI-1/18/2001
9309You may do a calendar bull spread, this is like your covered write. If you own sergio-1/18/2001
9308I like your strategy on puts. Seems to me if you believe that buying long callswillcousa-1/18/2001
9307I prefer to write PUTs on companies which have been beaten down; which I believeIan@SI-1/18/2001
9306Gottfried, <Ian, >Sanders just on CNBC. He said that AMD will spend $1B CCharles R-1/18/2001
9305I will go long leaps but always in several gorilla stocks at a time. I like thewillcousa-1/18/2001
9304Ian, I was thinking about buying a call only. Thanks for your input. G. [end]Gottfried-1/18/2001
9303G., Looking at the chart, it would appear to have downside to the $10 neighbourIan@SI-1/18/2001
9302Ian, OT *** CSCO leaps VYCAH goes for about $15. [Jan '03 40 calls]. Seems Gottfried-1/18/2001
9301G., At most, all I can say, is the number I heard this morning was different. Ian@SI-1/18/2001
9300Ian, ><i>Sanders just on CNBC. He said that AMD will spend $1B Capex thGottfried-1/18/2001
9299Zeev, Sanders just on CNBC. He said that AMD will spend $1B Capex this year. Ian@SI-1/18/2001
9298Zeev, what I think this morning Message 15202029 Regards GottfriedGottfried-1/18/2001
9297RE: AMD's outlook From a theStreet.com article on AMD's earnings: <&Sam-1/18/2001
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