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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: semi2000 who wrote (38791)	10/26/2000 2:01:07 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 70976

OT: Sorry, it takes me a year of study to understand a sector enough to have an opinion, and I haven't got around to optics. In 2000 I studied telecom services and wireless equip, so I can recommend WCOM 2003 40s. QCOM LEAPs are still way too expensive, mainly because the stock is so volatile (increased volatility in a stock = higher time premium in the option). In general, I think longest-term LEAPs (in any stock) have the best risk/reward ratio, because you can be wrong for a long time, and still eventually be right. And, in general, I think the turn in optics has just begun. That is, those stocks are still way overvalued, opinion has just started to turn negative (and has a lot further to go before you can really say the sector is out of favor). Wait until those stocks are selling at a 52-week low PE or P/S. So, I guess I do have an opinion (based on little study or thinking). JS@uninformedopinions.com