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Strategies & Market Trends : Tech Stock Options

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To: otter who wrote (58319)1/31/1999 10:50:00 AM
From: Peter Stier  Read Replies (2) of 58727
 
Otter:

I also invest primarily in LEAPS - lately the LJVAB Jan '00 10's for VLSI. At around 4 1/4, it seems like a no-brainer to make money with the long-awaited semi upturn in progress. It seems to be lagging LSI's shares which concern me slightly.

What is your opinion on nibbling on the oil drillers or ERP vendors with LEAPS ? Which sector's are you playing outside of ASIC's?
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