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

To: Dealer who wrote (5710)	10/4/2000 8:57:19 PM
From: lindelgs	Read Replies (2) \| Respond to of 65232

Hey Dealer - afterhrs # on SEBL? Missing a digit? (I think the chicken is to blame - finger must've slipped on a key!) Legs

To: Dealer who wrote (5710)	10/4/2000 9:01:08 PM
From: Dr. Id	Read Replies (1) \| Respond to of 65232

Dealer, The earnings report date on CREE is 10/12, not 10/27 (I double checked it since I bought Oct calls to play the earnings!) Dr.Id

To: Dealer who wrote (5710)	10/4/2000 9:01:13 PM
From: Dealer	Respond to of 65232

<font color=Red>"CORRECTED EDITION" 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 78 7/16 AFTERHOURS 77.875 GMST CLOSE 87 11/16 AFTERHOURS 87.125 JDSU CLOSE 94 1/16 AFTERHOURS 93.6875 SEBL CLOSE 102 47/64 AFTERHOURS 100.50 NTAP CLOSE 118 51/64 AFERHOURS 116.6562 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 241 15/16 AFTERHOURS 240.70 CREE CLOSE 114 11/16 AFTERHOURS 111.125 ELON CLOSE 29 3/16 AFTERHOURS 30.75 PMCS CLOSE 209 15/16 AFTERHOURS 208 RMBS CLOSE 83 1/4 AFTERHOURS 82.50 RNWK CLOSE 36 13/16 AFTERHOUR 36.50 WIND CLOSE 42 AFTERHOURS 42 SNDK CLOSE 71 3/8 AFTERHOURS 71 INTC CLOSE 42 AFTERHOURS 41.5312 CSCO CLOSE 58 9/16 AFTERHOURS 58 For TL by special request: Is not a gorilla or king ALTR CLOSE 51 1/16 AFTERHOURS 51 "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 (5710)	10/5/2000 8:42:58 PM
From: Dealer	Read Replies (3) \| 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 82 7/8 AFTERHOURS 83 GMST CLOSE 84 1/4 AFTERHOURS 84.125 JDSU CLOSE 95 1/16 AFTERHOURS 95.5625 SEBL CLOSE 98 13/16 AFTERHOURS 99 NTAP CLOSE 118 15/16 AFERHOURS 119.0039 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 233 5/8 AFTERHOURS 236.50 CREE CLOSE 113 3/4 AFTERHOURS 113.125 ELON CLOSE 26 1/2 AFTERHOURS 26.0625 PMCS CLOSE 198 11/16 AFTERHOURS 200 RMBS CLOSE 82 7/8 AFTERHOURS 83 RNWK CLOSE 35 1/8 AFTERHOUR 35.4375 WIND CLOSE 42 11/16 AFTERHOURS 42.75 SNDK CLOSE 70 13/16 AFTERHOURS 70.4375 INTC CLOSE 41 AFTERHOURS 41.1875 CSCO CLOSE 57 9/16 AFTERHOURS 57.6875 For TL by special request: Is not a gorilla or king ALTR CLOSE 47 7/8 AFTERHOURS 48 "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