SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dealer who wrote (5710)10/5/2000 8:42:58 PM
From: Dealer  Read Replies (3) 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 82 7/8
AFTERHOURS 83

GMST
CLOSE 84 1/4
AFTERHOURS 84.125

JDSU
CLOSE 95 1/16
AFTERHOURS 95.5625

SEBL
CLOSE 98 13/16
AFTERHOURS 99

NTAP
CLOSE 118 15/16
AFERHOURS 119.0039

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 5/8
AFTERHOURS 236.50

CREE
CLOSE 113 3/4
AFTERHOURS 113.125

ELON
CLOSE 26 1/2
AFTERHOURS 26.0625

PMCS
CLOSE 198 11/16
AFTERHOURS 200

RMBS
CLOSE 82 7/8
AFTERHOURS 83

RNWK
CLOSE 35 1/8
AFTERHOUR 35.4375

WIND
CLOSE 42 11/16
AFTERHOURS 42.75

SNDK
CLOSE 70 13/16
AFTERHOURS 70.4375

INTC
CLOSE 41
AFTERHOURS 41.1875

CSCO
CLOSE 57 9/16
AFTERHOURS 57.6875

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

ALTR
CLOSE 47 7/8
AFTERHOURS 48

"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
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext