Increased Open Interest

From: "Bhanu Sharma" Date: Sun Nov 13, 2005 12:23 am Subject: Re: [stock_sharks] Increased open interest

The iPod and the Xbox might compete a little for the same holiday shopping dollars, but I don't see the overlap of the target segment to be significant enough to impact iPod sales.

An MP3 music player is a far more generic holiday gift, than a video game console, since most folks won't consider gifting the Xbox 360 to their grandparents, aunts and uncles etc. and also, if you look at a typical household, there might be one Xbox for the whole family, with still an iPod for each family member.

With hordes of high school kids earning bragging rights by showing off their newest Nano's and iPod 5G's in school, commuters, fitness freaks etc. buying iPods, I clearly see the iPod as a very strong holiday contender.

For those interested in the iPod related economy, PLAY and AAPL both are going up around 15% by Jan, 06, IMHO.

I've been holding to my Apple stock, because I don't know of another "to die for" gadget in the market, this holiday season.

Still a good time to consider investing a little in these companies.(and buying yourself the latest Video iPod or Nano)

Bhanu
----- Original Message -----

To: stock_sharks@yahoogroups.com
Sent: Friday, November 11, 2005 7:29 PM
Subject: RE: [stock_sharks] Increased open interest
I wouldnt bank too much on IPOD sales going too high this holiday season as they will be splitting sales with the XBOX360. They are both the same price range (almost)harish rao

Ahu,
Good to hear from you. Getting to the point, I think PortalPlayer(PLAY)looks good for a quick trade, they make memory chips being used in IPODs, and they were down 24% from the time they announced their secondary offering. Now they have yanked their offering, and look good to meet their new EPS(up from 37 cents a share to 47 cents) especially after the strong holiday season that IPOD's expect to have.
Moreever they have a P/E of 13.1 which I think is pretty low for this stock. The stock did go up 14% EOD today, but I think it is definitely worth a 10% up trade in near future.
Let me know your thoughts.
Harish

From: "Ahunawar Chhapgar"
Increased open interestDate: Wed, 09 Nov 2005 10:09:45 -0800>>The $15 calls for November are showing a large increase in the open>interest. Meaning, a lotof people are buying the calls for 15 cents betting>that it will go above $15 by Nov 19. Only 7 business days more excluding>today. Tough shot but if it comes through your investment multiplies.>>Cheers,>Ahu>>http://stocksharks.blogspot.com/>