CORRECTION!!!! 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---7/18
CLOSE 40.69
AFTERHOURS 39.05
CREE---7/11
CLOSE 23.28
AFTERHOURS 21.90
*CSCO---8/7
CLOSE 17.58
AFTERHOURS 17.37
ELON---7/19
CLOSE 27.99
AFTERHOURS 27.80
EMC---7/19
CLOSE 30.03
AFTERHOURS 25.29
*GMST---8/13
CLOSE 43.51
AFTERHOURS 43.65
*INTC---7/17
CLOSE 29.84
AFTERHOURS 28.83
ITWO---7/18
CLOSE 16.20
AFTERHOURS 16.10
*JDSU---7/24
CLOSE 11.61
AFTERHOURS 11.19
*NTAP--- 8/14
CLOSE 12.67
AFTERHOURS 11.55
ORCL---6/18
CLOSE 18.93
AFTERHOURS 18.37
PMCS--- 7/19
CLOSE 28.24
AFTERHOURS 27.29
*QCOM--- 7/25
CLOSE 61.41
AFTERHOURS 60.01
RMBS---7/12
CLOSE 10.65
AFTERHOURS 10.26
RNWK---7/17
CLOSE 11.45
AFTERHOUR 11.31
*SEBL---7/18
CLOSE 43.35
AFTERHOURS 43.00
SNDK---7/18
CLOSE 26.01
AFTERHOURS 24.30
SSTI---7/12
CLOSE 9.24
AFTERHOURS 8.75
SUNW---7/19
CLOSE 15.17
AFTERHOURS 14.71
WIND---8/16
CLOSE 16.02
AFTERHOURS 15.50
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.
EARNINGS RELESE DATES EARNING FOR THE ABOVE STOCKS + OTHER STOCKS THAT HAVE BEEN DISCUSSED ON THE PORCH AND ALSO THEIR COMPETITORS.
STOCK REPORTING --- COMPETITOR
July 11
CREE --- HWP
MOT --- ERICY, NOK, LU
July 12
RMBS --- (MU reported in June)
SSTI --- AMTL, INTC, SNDK
AMTL --- SSTI
JNPR --- NT
July 16
PLUS --- ITWO
July 17
RNWK --- APPL, MSFT, AOL
AAPL --- RNWK
INTC --- TXN
TXN --- INTC, BRCM
NEWP --- VECO, COHR
July 18
BRCM --- LU, TXN
ITWO ---
AOL --- RNWK
SEBL ---
SNDK --- SSTI
IBM --- HWP, CPQ, DELL
NEWP --- VECO, COHR
July 19
ELON ---
MSFT --- RNWK, SUNW
EMC --- NTAP
PMCS ---
SUNW --- CPQ, IBM, MSFT
NOK --- QCOM, MOT
NT --- ADCT, CIEN, JNPR
July 20
VECO --- NEWP, AMAT
ERICY --- LU, MOT, NOK
July 23
CPQ --- HWP, IBM, DELL
NVLS --- AMAT
July 24
JDSU --- LU, NEWP
COHR --- NEWP
July 25
QCOM --- ERICY, MOT, NOK
August 4
AMAT --- JDSU, NVLS
August 7
CSCO --- LU
August 13
GMST ---
August 14
NTAP --- BRCD, SUNW
BRCD --- SUNW
August 15
HWP --- IBM, CPQ
August 16
DELL --- CPQ, HWP
WIND --- MSFT
CIEN --- ADCT, LU, CSCO
August 23
ADCT --- CSCO, NT
"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" |
