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

To: Dealer who wrote (4087)	9/27/2000 9:56:22 PM
From: T L Comiskey	Respond to of 65232

Subject: Luck o the Irish > >: An Irishman named O'Malley went to his doctor after a long illness. >The >: doctor, after a lengthy examination, sighed and looked O'Malley in the > >eye, >: and said, "I've some bad news for you. You have cancer, and it can't >be >: cured. I'd give you two weeks to a month to live." >: O'Malley was shocked and saddened by the news, but of solid character. >He >: managed to compose himself and walk from the doctor's office into the >: waiting room. There, he saw his son who had been waiting. O'Malley >said, >: "Well son....we Irish celebrate when things are good, and we celebrate > >when >: things >: don't go so well. In this case, things aren't so well. I have cancer, >and >: I've been given a short time to live. Let's head for the pub and have >a >few >: pints." >: After 3 or 4 pints, the two were feeling a little less somber. There >were >: some laughs and more beers. They were eventually approached by some of > >: O'Malley's old friends who asked what the two were celebrating. >O'Malley >: told them that the Irish celebrate the good and the bad. He went on to > >tell >: them that they were drinking to his impending end. He told his >friends, >: "I've only got a few weeks to live as I have been diagnosed with >AIDS." >: The friends gave O'Malley their condolences, and they had a couple >more >: beers. After his friends left, O'Malley's son leaned over and >whispered >his >: confusion. "Dad. I though you said that you were dying from cancer??? >You >: just told your friends that you were dying from AIDS!" >: O'Malley said, "I am dying of cancer, son. I just don't want any of >them >: sleeping with your mother after I'm gone." >: >

To: Dealer who wrote (4087)	9/28/2000 9:47:57 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 74 13/16 AFTERHOURS 73.1875 GMST CLOSE 83 15/16 AFTERHOURS 82 JDSU CLOSE 97 3/8 AFTERHOURS 96 SEBL CLOSE 116 31/64 AFTERHOURS 114.75 NTAP CLOSE 135 55/64 AFTERHOURS 133.50 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 256 3/16 AFTERHOURS 251 CREE CLOSE 117 1/16 AFTERHOURS 118.4375 ELON CLOSE 31 11/16 AFTERHOURS 31.50 PMCS CLOSE 227 3/16 AFTERHOURS 224.50 RMBS CLOSE 81 3/4 AFTERHOURS 79.50 RNWK CLOSE 40 3/8 AFTERHOUR 39.25 WIND CLOSE 48 9/16 AFTERHOURS 47.30 SNDK CLOSE 66 1/16 AFTERHOURS 67.1875 INTC CLOSE 44 7/16 AFTERHOURS 43.3125 CSCO CLOSE 59 7/16 AFTERHOURS 57.9375 "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