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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who started this subject11/30/2000 9:35:50 PM
From: Dealer  Read Replies (1) of 65232
 
<font color=Red>AFTERHOURS

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

CSCO
CLOSE 47 7/8
AFTERHOURS 48.875

GMST
CLOSE 40 11/16
AFTERHOURS 41.25

INTC
CLOSE 38 1/16
AFTERHOURS 38.625

JDSU
CLOSE 50 1/16
AFTERHOURS 52.4375

NTAP
CLOSE 49 3/8
AFERHOURS 51

QCOM
CLOSE 80 1/4
AFTERHOURS 81.625

SEBL
CLOSE 69 7/8
AFTERHOURS 71.75

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 97.75
AFTERHOURS 99.25

CREE
CLOSE 56 1/8
AFTERHOURS 58.4375

ELON
CLOSE 22 5/8
AFTERHOURS 22.50

ITWO
CLOSE 96 1/2
AFTERHOURS 98.6875

PMCS
CLOSE 92 3/16
AFTERHOURS 93.375

RMBS
CLOSE 38 3/8
AFTERHOURS 40

RNWK
CLOSE 12 7/16
AFTERHOUR 12.6875

WIND
CLOSE 40
AFTERHOURS 39.9844

SNDK
CLOSE 39 13/16
AFTERHOURS 40

"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"
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