VOLTAIRE'S PORCH-MODERATED Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dealer who wrote (37927)	6/15/2001 8:08:08 PM
From: Dealer	Read Replies (1) of 65232

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 ()or the Gorilla and King Watchlist SYMBOL---EARNINGS DATE BRCM--- CLOSE 31.92 AFTERHOURS 31.82 CREE--- CLOSE 24.20 AFTERHOURS 24.25 CSCO--- CLOSE 16.65 AFTERHOURS 16.78 ELON--- CLOSE 23.95 AFTERHOURS 23.50 EMC--- CLOSE 27.77 AFTERHOURS 28.00 GMST--- CLOSE 35.81 AFTERHOURS 35.84 INTC--- CLOSE 27.68 AFTERHOURS 27.75 ITWO--- CLOSE 17.69 AFTERHOURS 17.96 JDSU--- CLOSE 12.44 AFTERHOURS 12.58 NTAP--- CLOSE 14.74 AFTERHOURS14.83 ORCL--- CLOSE 15.00 AFTERHOURS 15.06 PMCS--- CLOSE 27.66 AFTERHOURS 27.99 QCOM--- CLOSE 49.35 AFTERHOURS49.54 RMBS--- CLOSE 10.96 AFTERHOURS11.35 RNWK--- CLOSE 10.39 AFTERHOUR 10.40 SEBL--- CLOSE 40.07 AFTERHOURS 40.00 SNDK--- CLOSE 23.45 AFTERHOURS 23.55 SSTI--- CLOSE 8.81 AFTERHOURS 8.66 SUNW--- CLOSE 15.19 AFTERHOURS 15.27 WIND--- CLOSE 21.00 AFTERHOURS 21.00 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. "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 27272 Original Posts "Voltaire Cover Call Strategy 101"

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next