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

To: Dealer who wrote (8000)	10/13/2000 9:29:52 PM
From: Dealer	Read Replies (2) \| Respond to of 65232

CREE-Up 3 afterhours

To: Dealer who wrote (8000)	10/16/2000 8:08:11 PM
From: Dealer	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 77 AFTERHOURS 77 GMST CLOSE 65 3/4 AFTERHOURS 67 JDSU CLOSE 94 7/16 AFTERHOURS 93.6875 SEBL CLOSE 103 5/8 AFTERHOURS 104.93 NTAP CLOSE 133 9/16 AFTERHOURS 134.50 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 222 3/8 AFTERHOURS 222 CREE CLOSE 85 3/16 AFTERHOURS 86.75 ELON CLOSE 37 AFTERHOURS 37.9687 PMCS CLOSE 187 11/16 AFTERHOURS 187.6875 RMBS CLOSE 64 3/16 AFTERHOURS 64.76 RNWK CLOSE 24 13/16 AFTERHOUR 25.1875 WIND CLOSE 41 3/8 AFTERHOURS 41.1875 SNDK CLOSE 63 1/2 AFTERHOURS 62.875 INTC CLOSE 35 11/16 AFTERHOURS 35.625 CSCO CLOSE 54 1/2 AFTERHOURS 54.6875 For TL by special request: Is not a gorilla or king ALTR CLOSE 32 7/16 AFTERHOURS 31.25 "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 CREE..........10/12 PMCS..........10/12 BRCM..........10/17 RMBS..........10/18 SEBL..........10/17 SNDK..........10/18 ELON..........10/20 JDSU..........10/25 QCOM..........11/2 GMST..........11/13 NTAP..........11/13 WIND..........11/30

To: Dealer who wrote (8000)	10/17/2000 8:00:22 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 74 3/16 AFTERHOURS 72 GMST CLOSE 66 11/16 AFTERHOURS 65.625 JDSU CLOSE 91 15/16 AFTERHOURS 91.01 SEBL CLOSE 102 13/16 AFTERHOURS 101.99 NTAP CLOSE 136 AFERHOURS 133 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 1/4 AFTERHOURS 221 CREE CLOSE 76 AFTERHOURS 76.0625 ELON CLOSE 37 13/16 AFTERHOURS 38.25 PMCS CLOSE 187 1/16 AFTERHOURS 184.50 RMBS CLOSE 57 13/16 AFTERHOURS 57 RNWK CLOSE 21 11/16 AFTERHOUR 17.625 WIND CLOSE 39 5/8 AFTERHOURS 39.25 SNDK CLOSE 61 1/4 AFTERHOURS 59.6992 INTC CLOSE 36 3/16 AFTERHOURS 36.625 CSCO CLOSE 54 9/16 AFTERHOURS 54 For TL by special request: Is not a gorilla or king ALTR CLOSE 30 3/8 AFTERHOURS 29.875 "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 CREE..........10/12 PMCS..........10/12 BRCM..........10/17 RMBS..........10/18 SEBL..........10/17 SNDK..........10/18 ELON..........10/20 JDSU..........10/25 QCOM..........11/2 GMST..........11/13 NTAP..........11/13 WIND..........11/30