SI
SI
discoversearch

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


To: Dealer who wrote (26362)7/23/2000 7:54:48 PM
From: abuelita  Read Replies (1) | Respond to of 35685
 
-Hi Dealie
This is going to be an all encompassing message 'cause I just called my local Cable guy to find out why my computer was so slow and he said that they had a router go down and doesn't know how long it will take to fix it. So, first question to you and all:
1. What alternatives are there to cable for really fast internet access - I can't go back to dial up. There has to be another alternative to cable. Whatever it is, I'll buy shares in it.
2. I'm so upset, I forgot what the second thing is.
3. The reason for posting you anyway Dealie was to say that it looks like I might have started something and you'll just have to change your name from "dealer" to "dealie".
Ifn I can get back on later, I will.
love
Rosie



To: Dealer who wrote (26362)7/23/2000 8:29:05 PM
From: abuelita  Read Replies (1) | Respond to of 35685
 
Deelah

SIAB. You will see.

Rosa



To: Dealer who wrote (26362)7/24/2000 9:47:35 PM
From: Dealer  Read Replies (1) | Respond to of 35685
 
AFTERHOURS QUOTES and The Earnings Announcement dates

EARNINGS REPORTING DATES
JDSU......7/26

CREE......7/27

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 63 5/8
AFTERHOURS 63

GMST
CLOSE 62 7/8
AFTERHOURS 63.9375

JDSU
CLOSE 131 5/8
AFTERHOURS 132.73

SEBL
CLOSE 158 5/16
AFTERHOURS 159.25

NTAP
CLOSE 102 13/16
AFTERHOURS 102.875

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 224 5/8
AFTERHOURS 225

CREE
CLOSE 139 1/8
AFTERHOURS 140

ELON
CLOSE 36 1/16
AFTERHOURS 36.25

PMCS 197 7/16
AFTERHOURS 202

RNWK
CLOSE 46 3/8
AFTERHOURS 45.70

WIND
CLOSE 31 3/16
AFTERHOURS 32

For "Voltaire's Cover Call Strategy 101" see Post # 9490