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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (6035)10/6/2000 8:28:39 PM
From: Dealer  Read Replies (1) of 65232
 
<font color=Red>AFTERHOURS QUOTES & EARNINGS REPORT DATES (after quotes)
Voltaire's Porch Basket of Stocks

These Stock Have Not Been Picked By Any One Individual

GORILLA--A company that controls it market because it has a discontinuous innovation ,one that is not compatible with existing systems. The market is in a hyper growth stage, and they control the architecture. There is a high switching cost to using some other company's product,

KING--The Market leader, properly with a two-times lead or better over its closest competitor. If the lead shrinks too far, the king becomes a prince, and we have a kingless market. Because they lack architectural control, and because switching costs are low, they cannot force competitors onto the defensive the way Microsoft, Intel, or Cisco can. Compaq is a king. Seagate is a king of hard drives.

A lot of study has been done on these stocks by the Gorilla and Kings thread. There are the stocks that are discussed most often on the porch........and 1 or more are in most porcher's portfolio.

The following Stocks are on the Gorilla and King Index

QCOM
CLOSE 77 13/16
AFTERHOURS 78

GMST
CLOSE 81 1/4
AFTERHOURS 81.375

JDSU
CLOSE 91 3/78
AFTERHOURS 91.6875

SEBL
CLOSE 92 7/16
AFTERHOURS 92.875

NTAP
CLOSE 118 1/16
AFERHOURS 116.01

The following Stocks are on the Gorilla and King Wait and
Watchlist

The Watch & Wait Index consists of stocks that have some desirable characteristics but are not necessarily Gorillas or Kings - at least not yet. Most of them will not be, but they bear watching for that possibility. They are as follows:

BRCM
CLOSE 227 5/16
AFTERHOURS 227.4375

CREE
CLOSE 111 1/4
AFTERHOURS 111

ELON
CLOSE 23 9/16
AFTERHOURS 22

PMCS
CLOSE 199 1/16
AFTERHOURS 198.3125

RMBS
CLOSE 80
AFTERHOURS 79.02

RNWK
CLOSE 32 1/2
AFTERHOUR 33.24

WIND
CLOSE 40 3/4
AFTERHOURS 40.6875

SNDK
CLOSE 65 1/16
AFTERHOURS 62.75

INTC
CLOSE 39 15/16
AFTERHOURS 40

CSCO
CLOSE 56 3/16
AFTERHOURS 56.3125

For TL by special request: Is not a gorilla or king

ALTR
CLOSE 44 5/16
AFTERHOURS 44

"Voltaire's Cover Call Strategy 101" see Post # 9490

Post #'s of Recent Cover Call Strategy Discussions
From recent discussions--August 16,17 and 18, 2000 see post #31425 updated 8/31/00

Contest: “Which Stock Will Double?” link below
Message 13523976

27272 Original Posts "Voltaire Cover Call Strategy 101"

EARNINGS REPORT DATES:

THESE WILL BE POSTED ON THE AFTERHOUR QUOTE

QCOM..........11/2

GMST..........11/13

JDSU..........10/25

SEBL..........10/17

NTAP..........11/13

BRCM..........10/17

CREE..........10/27

ELON..........10/20

PMCS..........10/12

RMBS..........10/17

WIND..........11/30

SNDK..........10/18
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