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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (3185)9/22/2000 8:38:27 PM
From: Dealer  Read Replies (2) 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 73
AFTERHOURS 73.50

GMST
CLOSE 76 63/64
AFTERHOURS 77

JDSU
CLOSE 107
AFTERHOURS 107.50

SEBL
CLOSE 105
AFTERHOURS 105.70

NTAP
CLOSE 147 3/8
AFTERHOURS 144

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 248 3/4
AFTERHOURS 249.125

CREE
CLOSE 120 7/8
AFTERHOURS 123.875

ELON
CLOSE 33 3/4
AFTERHOURS 34.125

PMCS
CLOSE 221 7/8
AFTERHOURS 224

RMBS
CLOSE 85 1/2
AFTERHOURS 84.50

RNWK
CLOSE 40 3/16
AFTERHO 40

WIND
CLOSE 46 5/8
AFTERHOURS 46.625

SNDK
CLOSE 73 1/2
AFTERHOURS 73.50

INTC
CLOSE 47 15/16
AFTERHOURS 49

CSCO
CLOSE 60 5/16
AFTERHOURS 60.56

"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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