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Non-Tech : RFD: Time to think about Disney, Pepsico?
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To: Mike 2.0 who wrote ()9/3/1996 9:17:00 PM
From: JIM WALTON   of 54
 
Mike,

I agree on PEP. I bought the $30 calls last week @ 1 3/8 but the bad news kept coming out and the stock is floundering @ 28.5, option 3/8. I do think this one is a going up as the bad news is overblown. Too much focus on international softdrink biz which is only 6% of their revenue. The rest of business is strong. Plus, there's lots of volume/interest.

Hoping for the bounce up!
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