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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: ggamer who wrote (50670)	3/8/2002 3:53:38 PM
From: Dexter Lives On	Respond to of 54805

Just to clarify, are the LEAPS you're looking at puts or calls? -g You didn't ask anyone other than Mike, so I guess I'll hold off on offering my opinion, although it's probably obvious from this post... Rob robv@ireallyshouldntofferunsolicitedadvice.com

To: ggamer who wrote (50670)	3/8/2002 4:42:09 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

GGamer, I just have a simple question and I would like a simple answer. I'm not known for simple answers and this response won't change my reputation. :) Most important, I don't feel comfortable making such a specific recommendation as you ask about how to invest money. However, I'll mention a couple of ideas that you might want to consider in your decision-making process. The first is that, if you are prone to investing in LEAPS, consider waiting until just a few months from now when the 2005 series will be available. By waiting two or three months (I'm not certain when the new series become available for those companies), they expire an entire year later. That allows for more time on your side. Also, the monthly cost of the premium is lower for contracts that expire further out. My second thought is that I expect Siebel's growth to be stronger in the first half of this decade than in the second half. Conversely, I expect Qualcomm's growth to be stronger in the second half of the decade than in the first half. I could be wrong. Considering that you are contemplating a purchase of LEAPS in only one of them, it's probably best that you go with the company that you think will offer the most growth during the life of the contract. I realize this isn't a direct answer to your question, much less a simple answer, but I hope it is helpful. --Mike Buckley