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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (2655)	9/20/2000 8:42:56 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

<font color=Red>AFTERHOURS QUOTES & EARNINGS REPORT DATES (after 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 76 3/64 AFTERHOURS 75.25 GMST CLOSE 77 3/4 AFTERHOURS 77.75 JDSU CLOSE 107 1/8 AFTERHOURS 107.75 SEBL CLOSE 100 AFTERHOURS 99.50 NTAP CLOSE 141 1/8 AFTERHOURS 140.25 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 242 3/8 AFTERHOURS 242.75 CREE CLOSE 120 1/2 AFTERHOURS 122 ELON CLOSE 37 1/8 AFTERHOURS 36.75 PMCS CLOSE 229 AFTERHOURS 229 RMBS CLOSE 82 1/2 AFTERHOURS 82.375 RNWK CLOSE 41 1/2 AFTERHOURS 41.375 WIND CLOSE 47 AFTERHOURS 46.875 SNDK CLOSE 78 15/16 AFTERHOURS 79.25 INTC CLOSE 63 1/16 AFTERHOURS 63.24 "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 Contest: “Which Stock Will Double?” link below Message 13523976 27272 Original Posts "Voltaire Cover Call Strategy 101" EARNINGS REPORT DATES: THESE WILL BE POSTED ON THE AFTERHOUR QUOTE QCOM..........11/2 GMST..........11/13 JDSU..........10/25 SEBL..........10/17 NTAP..........11/13 BRCM..........10/17 CREE..........10/27 ELON..........10/20 PMCS..........10/12 RMBS..........10/17 WIND..........11/30 SNDK..........10/18

To: Dealer who wrote (2655)	9/20/2000 8:51:32 PM
From: Bruce Denney	Read Replies (1) \| Respond to of 65232

Dealer, some comments on au... are you interested in the better quality issues eg. Barrick, NEM, or the really beaten to crap ones such as TVX, BMG,GSR,BGO,ECO, VGZ, CBJ and the like. IMO gold only provides small windows of opportunity (about a 1 month window-once a year) and you should be selling early. A lot of these cheap junk stocks will provide good trades but don't forget their gold stocks (vbg). And watch the commercials they sell into every rally (usually starting above 287) and have done so for years. The golden worm might turn but I won't count on it...,

To: Dealer who wrote (2655)	9/20/2000 9:04:27 PM
From: Ex-INTCfan	Read Replies (2) \| Respond to of 65232

I'm not trying to get political here, but it might seem that way. The key to a good market next year is having a congress and a President of different political parties so they can avoid taking us down the right garden path or the left. Now, that said, things are shaping up well. It is beginning to look like we'll have a republican congress and a democratic president. This means no giant giveaways or great reforms, and no gigantic tax breaks that could raise interest rates. So the changing of the guard is a non-issue in and of itself. If there is a changing of the guard and we keep a republican congress, we are in deep shit. If Gore carries the election by such a large margin that his coattails bring in a democratic majority to either the house or the senate (very unlikely), we are in deep shit. No doubt this offends both the liberals and the conservatives, but "Gee, that's too bad." Don't flame me on this because I won't respond. The only issue here is the important one that dealie brought up -- that being -- what will be the impact of the election on the market? (I'm paraphrasing and interpreting a bit here, but its my keyboard and that's my Microsoft-given right.) On a separate note, dealie interested in gold? Sounds like an interesting discussion. If I lived in Europe, gold would be appealing. Dollars would look even better. Here in the US, I dunno. I like the topic though. Oil, exchange rates, gold, interest rates and paranoia. There is something going on here. So would I rather own gold, or the stock of a company leading the way to the future. HMMMM. I smell a US rate decline. I hope so, 'cause a European rate increase would really suck. Dealie, your posts are very good as always. Thanks for the brain fodder. INTCfan