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Strategies & Market Trends : Options -- Ignore unavailable to you. Want to Upgrade?

To: SecularBull who wrote (1650)	1/24/2000 10:03:00 PM
From: Whistler30	Read Replies (2) \| Respond to of 8096

LoF; I've been following your and other people's posts on this thread and find them very helpful. I remain largely a lurker and definitely an options neophyte (2002 LEAPS in GSTRF, QCOM is as far as I'll go). My two major common stock holdings are QCOM and JDSU. Since owning QCOM last spring I've noticed it has a tendency to drift sideways for weeks or months then explode upwards in brief meteoric bursts. If there was a positive bit of news now (along with earnings) ie. a deal with Nokia or China do you think it could so so again? My understanding from following the posts of Voltaire and others here is that this volatility is what makes QCOM have such huge potential in option plays. Does this make sense? Appreciate your or anyone else's opinions. Whistler

To: SecularBull who wrote (1650)	1/25/2000 8:20:00 AM
From: RocketMan	Read Replies (1) \| Respond to of 8096

I disagree about CSCO and QCOM, based on their value stream. I don't think a gorilla is overvalued in the early part of the s-adoption curve. What's hard is to figure out what its valuation should be, because it is hard to predict its revenue stream from products that are still on the drawing boards. For example, what will QCOM's revenue stream be from small handheld devices that work as TV's, cellular video phones, PDAs, and smart credit cards, all linked through CDMA protocols and operating at HDR rates? Once the adoption curve starts inflecting the other way, then you have a problem. What are your top three or four fiber plays?