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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (5058)10/2/2000 8:28:04 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 71 5/16
AFTERHOURS 70.8125

GMST
CLOSE 83 3/4
AFTERHOURS 84.9375

JDSU
CLOSE 89 15/16
AFTERHOURS 90.3125

SEBL
CLOSE 102 1/2
AFTERHOURS 103.50

NTAP
CLOSE 122 3/16
AFTERHOURS 122

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 233 11/16
AFTERHOURS 233.99

CREE
CLOSE 110
AFTERHOURS 111

ELON
CLOSE 29 13/16
AFTERHOURS 29.875

PMCS
CLOSE 212 3/4
AFTERHOURS 212.8125

RMBS
CLOSE 83
AFTERHOURS 82

RNWK
CLOSE 37 9/16
AFTERHOUR 37.50

WIND
CLOSE 47 7/8
AFTERHOURS 48.125

SNDK
CLOSE 70 1/4
AFTERHOURS 70.375

INTC
CLOSE 40 1/8
AFTERHOURS 40.1875

CSCO
CLOSE 55 1/2
AFTERHOURS 55.9375

"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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