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Post# of 704041
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Re: ReturntoSender post# 343247

Monday, 01/10/2005 12:20:18 AM

Monday, January 10, 2005 12:20:18 AM

Post# of 704041
RtS, I was thinking of a put/call straddle right before INTC reports on SMH or AMAT or KLAC.

My personal opinion is we get a semiconductor rally into January options expiry -- it will be the bull play of the year if INTC beats... semis are so beaten down, and if there is a last bull leg up left in the Nazzy, semis will have to lead it...
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