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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Voltaire who wrote (23476)	6/23/2000 9:42:00 PM
From: Dealer	Read Replies (1) \| Respond to of 35685

AFTERHOUR QUOTES 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 QCOM CLOSE 66 3/8 AFTERHOURS 67.57 GMST CLOSE 46 1/16 AFTERHOURS 46 JDSU CLOSE 123 7/16 AFTERHOURS 123.44 SEBL CLOSE 145 1/8 AFTERHOURS 145.69 NTAP CLOSE 76 15/16 AFTERHOURS 77.87 The following Stocks are on the Gorrilla and King Wait and Watchlist The Watch & Wait Index consists of stocks that have some desireable 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 165 1/16 AFTERHOURS 166.25 CREE CLOSE 159 1/2 AFTERHOURS 159.56 ELON CLOSE 62 AFTERHOURS 61 PMSC CLOSE 186 13/16 AFTERHOURS 187.75 RNWK CLOSE 42 9/16 AFTERHOURS 42.37 WIND CLOSE 37 15/16 AFTERHOURS 37.75 For "Voltaire's Cover Call Strategy 101" see Post # 9490

To: Voltaire who wrote (23476)	6/23/2000 10:41:00 PM
From: RR	Read Replies (1) \| Respond to of 35685

Any BULLS on here? Here come da bulls! One more week closer to earnings run. I'm ready to get this show rockin'. Get the Fed out of our way! I gave my weekly positions last night. No trading today. CREE.. watch it. May be a good entry. Low float. Third less vol today. Could spring back fast. NTAP... I'm watching it again. Took a nasty hit today. Why? Hum? SDLI... could spring back up in a minute. Entry? Where oh where? Polvie and I are holding out for $240. Do we raise our target? QCOM... nope, not for me. Still don't like its looks or reaction. Hate to say that, but..... May be some buying opportunities early next week, so study this weekend, Troops. Pick some trades to target shoot. Get them ready. Be smart. Be aggressive, but have patience, and EXECUTE! Think about that this weekend. I feel real good about the next 5 weeks. RR

To: Voltaire who wrote (23476)	6/24/2000 10:31:00 AM
From: Ex-INTCfan	Respond to of 35685

V -- thanks -- that was sage advice. I usually keep the financial news on in the background while I work. This week it was off most of the time because I've been swamped with business and on the phone a lot with clients. I felt better. If, as I believe, the ups and downs of the markets are background noise to be avoided, then daily market chatter certainly is background noise as well. I remember in the days before financial news not worrying much about the markets. That was the way it should be. It doesn't seem right that people should spend even a small minority of their waking time thinking about the markets when there is so much else to think about and do. As an aside, it sure would be interesting to know how much money these self-proclaimed expert market commentators (the talking heads)have made in the markets in the past. C