Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

3:59 PM EST

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To: alanrs who wrote (95131)	3/3/2001 12:42:34 AM
From: LKO	Read Replies (2) of 152472

However, LEAPS again look very reasonable, especially QCOM 03's @100 (.VLMAT) and NTAP 03's @ 80 (.OHNAP). Looks like it's time to buy these. Any opinions from the various options dabblers? What do you define as a "reasonable" price ? Just wondering....they look expensive to me, but I do not know the historical pricing on QCOM LEAPS. Some random comments follow. You do get leverage with LEAP calls, but VLMAT (2003 QCOM at 100) at $14+ with QCOM at $60 is about 25% of the price of the stock (which does not have the declining time value). Compare that with another stock. MSFT at around 57 has its $100 2003 LEAP call (VMFAT) is at$3+. THat is about 7% of the stock price. THe LEAP prices seem to be saying that QCOM is more likely to be at 100 in 2003 than MSFT. If these stocks never get to 100 by 2003 but do by 2004, you have lot more to lose with QCOM LEAPS than QCOM the stock. I have been fast and lose with rounding numbers here, but the point I am trying to make is at this time with my seat of the pants Risk/Reward perspective, QCOM the stock looks lot more attractive than the LEAPS. If I have to take more risk and try to hit a home run, then MSFT looks more reasonable. On the other hand, if you think volatility will take QCOM down more, selling the 2003 QCOM LEAPS might be great. LKO

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