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Strategies & Market Trends : Options
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To: Wyätt Gwyön who wrote (3465)2/23/2000 11:08:00 AM
From: edamo  Read Replies (2) of 8096
 
greg....glw and jdsu

they are not exactly the same.....jdsu is an equipment only manufacturer..... glw is the largest producer in the world of optical glass fiber (not finished cable). glw through recent acquisitions are becoming equipment manufacturers to compete in same areas of jdsu....but they both have their niches. wouldn't own one over the over, should both be core holdings if you believe in the growth of fiber optics.

option wise glw too overbought, but can be an interesting play as jdsu is beginning a run to the 240 range. best situation over the next three weeks is that jdsu overbought coincides with glw oversold. would close any jdsu puts and sell glw puts at that time.

jdsu puts sold early feb for march expiration are in the last leg of premium decay. mar165's sold for 12.125 on 2/2 at 1.375, mar200's sold 2/8 at 21 now at 8, sep200 sold 2/10 at 46.625 at 35.

take advantage of the market volatility.....
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