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


To: Dealer who wrote (3854)9/26/2000 9:25:03 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 73 3/8
AFTERHOURS 73.49

GMST
CLOSE 68 9/16
AFTERHOURS 69.50

JDSU
CLOSE 103 1/16
AFTERHOURS 103.62

SEBL
CLOSE 105 1/4
AFTERHOURS 105.25

NTAP
CLOSE 127 15/16
AFTERHOURS 129

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 257
AFTERHOURS 258.25

CREE
CLOSE 116 15/16
AFTERHOURS 117.0625

ELON
CLOSE 32 11/16
AFTERHOURS 32.75

PMCS
CLOSE 224 7/16
AFTERHOURS 224.25

RMBS
CLOSE 81 1/8
AFTERHOURS 81.25

RNWK
CLOSE 39
AFTERHO 38.875

WIND
CLOSE 48
AFTERHOURS 48.6875

SNDK
CLOSE 72 7/16
AFTERHOURS 72.0742

INTC
CLOSE 43 5/16
AFTERHOURS 43.80

CSCO
CLOSE 55 3/16
AFTERHOURS 55.6875

"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 (3854)9/26/2000 9:50:37 PM
From: Dealer  Respond to of 65232
 
Thanks to the Porchers for your support! With that said:

Looks like there is a whole lot of misunderstanding about what this porch is all about.......

The header reads as follows:

This is a safe house where friends of Voltaire can meet to discuss any topic that tickles their fancy.

What's with all the questions as to some sorta standards this board meets.........if it tickles our fancy we are meeting it.

We might cover some of the following and use some of the tatics at our individual discretion:

1. Gambling
2. Long Term Buy and Hold---You would probably be better off on the Gorilla and King board (be sure to read the book first)
3. Grab it this morning, sell it this afternoon
4. Maybe this is the OCOM of 2000, Maybe it is not.
5. Covered Calls
6. Options
7. Not interested in other boards. Let them do their thing, we will do ours.
8. No personal attacks.
9. Ya ain't happy here, there are no chains on your A$$.
10. We don't have to answer to "NO" body. Sorry! Get your own board.
11. Hot stock of the day.
12. Your favorite drink.
13. Ya can't stand the heat get outta the kitchen. See ya.
14. The market as a Casino and using it as such.
15. A place of support.
16. A joint where you can meet the greatest folks on the internet.
17. You make you own investment decisions.
18. Should we catch someone twisting anothers arm to make them invest we shall moderate them off. :-) Don't be silly.
19. RR's favorite Animals.
20. More Options.

Please don't be so foolish as to think we need or even are looking for anyone's approval to carry on as we have carried on since establishing this board............

Porchers are porchers because they are special people and they want to be here as I want to be here......as we have said before "Everyone can't be a porcher!"

Just some more of those "Deep Thoughts"

dealie &hearts;