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---10/17
CLOSE 40.26
AFTERHOURS 41.15
CREE---10/11
CLOSE 21.04
AFTERHOURS 21.25
*CSCO---11/05
CLOSE 17.90
AFTERHOURS 18.72
ELON---10/11
CLOSE 13.96
AFTERHOURS 14.40
EMC---10/17
CLOSE 14.50
AFTERHOURS 14.65
*GMST---11/12
CLOSE 21.18
AFTERHOURS 21.40
*INTC---10/16
CLOSE 26.96
AFTERHOURS 27.10
ITWO---10/16
CLOSE 5.21
AFTERHOURS 5.40
*JDSU---10/25
CLOSE 8.95
AFTERHOURS 9.28
*NTAP--- 11/13
CLOSE 17.00
AFTERHOURS 17.39
ORCL---12/17
CLOSE 14.96
AFTERHOURS 15.09
PMCS---10/18
CLOSE 18.96
AFTERHOURS 19.65
*QCOM--- 11/06
CLOSE 53.08
AFTERHOURS 54.27
RMBS---10/16
CLOSE 8.90
AFTERHOURS 9.10
RNWK---10/16
CLOSE 5.85
AFTERHOUR 5.99
*SEBL---10/17
CLOSE 20.81
AFTERHOURS 21.16
SNDK---10/17
CLOSE 10.95
AFTERHOURS 10.80
SSTI---10/15
CLOSE 10.48
AFTERHOURS 10.75
SUNW---10/18
CLOSE 12.06
AFTERHOURS 12.32
WIND---11/15
CLOSE 14.61
AFTERHOURS 14.75
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 DATES------ COMPETITORS
OCT 09
MOT-----ERICY, NOK, LU
OCT 11
CREE–-----HWP
ELON------
JNPR------NT
OCT 15
SSTI------ ATML, INTC, SNDK
NVLS------AMAT
OCT 16
RMBS------MU
INTC------TXN
ITWO------
RNWK------APPL, MSFT, AOL
IBM------HWP, CPQ, DELL
OCT 17
EMC------NTAP
BRCM------ LU, TXN
SEBL------
SNDK------SSTI
NEWP------VECO, COHR
AOL------RNWK
TXN------INTC, BRCM
OCT 18
PMCS------
SUNW------ CPQ, IBM, MSFT
ATML------SSTI
MSFT------RNWK, SUNW
NT------ADCT, CIEN, JNPR
OCT 19
NOK------QCOM, MOT
OCT 22
CPQ------HWP, IBM, DELL
OCT 23
LU------BRCM, ERICY, JDSU, CSCO, CIEN
OCT 25
JDSU------LU, NEWP
OCT 26
VECO------NEWP, AMAT
ERICY------LU, MOT, NOK
OCT 31
COHR------NEWP
NOV 5
CSCO------LU
NOV 6
QCOM------ ERICY, MOT, NOK
NOV 12
GMST------
HWP------IBM, CPQ
NOV 13
NTAP------SUNW, EMC
PLUS------ITWO
NOV 14
AMAT------JDSU. NVLS
NOV 15
WIND------MSFT
DELL------CPQ, HWP
NOV 26
BRCD------SUNW, MCDTA
ADCT------CSCO, NT
DEC 6
CIEN------ADCT, LU, CSCO
DEC 17
ORCL------
MU------RMBS |
