From SIGNAL WATCH--A F T E R H O U R S .. Q U O T E S & 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 38 1/2
AFTERHOURS 38.125
GMST
CLOSE 52 13/16
AFTERHOURS 53
INTC
CLOSE 31 3/8
AFTERHOURS 31.50
JDSU
CLOSE 48 1/8
AFTERHOURS 48.75
NTAP
CLOSE 58 1/8
AFERHOURS 58.24
QCOM
CLOSE 70 15/16
AFTERHOURS 70.875
SEBL
CLOSE 68 7/16
AFTERHOURS 68.1875
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 117 7/8
AFTERHOURS 116.875
CREE
CLOSE 28
AFTERHOURS 27.9375
ELON
CLOSE 19
AFTERHOURS 18.8750
ITWO
CLOSE 48 11/64
AFTERHOURS 48
PMCS
CLOSE 79 15/16
AFTERHOURS 78.9375
RMBS
CLOSE 42
AFTERHOURS 41.6875
RNWK
CLOSE 10 1/2
AFTERHOUR 10.25
SNDK
CLOSE 37 5/16
AFTERHOURS 37.0625
WIND
CLOSE 33 1/2
AFTERHOURS 33.8125
"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
INTC 1/16
ITWO 1/16
RNWK 1/16
SNDK 1/17
MSFT 1/17
NEWP 1/18
SDLI 1/19
CMRC 1/19
ELON 1/17
BRCM 1/23
SEBL 1/24
JDSU 1/25
QCOM 1/25
CSCO 2/6
GMST 2/12
NTAP 2/8
BEAS 2/13
WIND 2/28 |
