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To: stevenallen who wrote (21123)	7/10/2002 6:13:40 PM
From: Raymond Duray	Respond to of 74559

Re: Does anyone have a relatively easy way of determining which companies will be hardest hit if the Congressional bill passes that would require corporations to declare the stock options they paid to their employees as a balance sheet expense? This hits 'high tech' stocks harder than any other sector.

To: stevenallen who wrote (21123)	7/10/2002 7:07:37 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hi Stevenallen, Microsoft. Oracle again. Cisco once more. Intel will be in. Sun is just another box. So is Dell. Chugs, Jay

To: stevenallen who wrote (21123)	7/10/2002 8:20:01 PM
From: EL KABONG!!!	Read Replies (2) \| Respond to of 74559

steveallen, Not 100% positive now, but I do remember reading an article that listed a few dozen companies that have a large number of options outstanding. I think the article appeared in the WSJ (or one of the other Dow publications), but it could also have been TheStreet.Com... I'll look later tonight and see if I can find it. If you're looking to short these companies, don't get caught in a short trap. Just because some companies have a disproportionate number of outstanding options, doesn't mean that the company is a good short candidate. The options have to be "in the money", and with many of the tech companies (Cisco, Intel and the like), (much of) the options are way, way worthless, with no real prospect of ever recovering to the strike prices. You need to look for companies that have re-priced the options, and the options are still "in the money". KJC