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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (25768)12/18/2000 8:16:29 PM
From: Dealer  Read Replies (1) of 65232
 
AFTERHOURS QUOTES & EARNINGS REPORT DATES

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 42 15/16
AFTERHOURS 43.4375

GMST
CLOSE 39 1/16
AFTERHOURS 39

INTC
CLOSE 33 1/4
AFTERHOURS 39.49

JDSU
CLOSE 59 3/16
AFTERHOURS 59.8125

NTAP
CLOSE 65 11/16
AFERHOURS 68.4375

QCOM
CLOSE 85 7/16
AFTERHOURS 85.1289

SEBL
CLOSE 78 3/8
AFTERHOURS 79.75

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 105 7/16
AFTERHOURS 104

CREE
CLOSE 34 1/16
AFTERHOURS 35.50

ELON
CLOSE 21 13/16
AFTERHOURS 22.0625

ITWO
CLOSE 49 11/16
AFTERHOURS 51.125

PMCS
CLOSE 96 7/16
AFTERHOURS 98

RMBS
CLOSE 44 1/16
AFTERHOURS 44.0375

RNWK
CLOSE 11 7/8
AFTERHOUR 12

WIND
CLOSE 38 7/8
AFTERHOURS 31.125

SNDK
CLOSE 49 3/4
AFTERHOURS 50.50

"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"

E A R N I N G S---D A T E S
SSTI 1/11
CREE 1/11
PMCS 1/11
ELON 1/11

INTC 1/16
ITWO 1/16
RNWK 1/16

BRCM 1/17
SNDK 1/17
MSFT 1/17

NEWP 1/18

SDLI 1/19
CMRC 1/19

SEBL 1/24

JDSU 1/25

QCOM 2/1

CSCO 2/5

GMST 2/12

NTAP 2/13
BEAS 2/13

WIND ???
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