this set up spouerful. you have a big, 10, 12% move here. ideal for buying. >> ideal for buying carter says and the other fundamental part of the story is it's not just an iphone supplier, it supplies to all phones. >> this one is also about 20 times earnings but this is a stock that managed to double the revenues in five years. they have about $30 billion in cash on the balance sheet. it doesn't matter who wins the smartphone wars they're going to get a piece of the action. for my money if you're going to make a play this is probably the way to do it. that said i already expressed skepticism about the market more generally so my inclination is to use options to express a bullish view. volatility has been low. i think the answer here is to do something very straightforward. just go out and buy the january 70 calls. i can pay $3.25 for these. that's lez than 5% of the current stock price. i'll have an opportunity to spread out or let them ride depending on how it goes. but it's not that hard for me to manage this thing coming back if the mark