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


To: Dealer who wrote (8394)10/17/2000 8:21:54 PM
From: Clappy  Read Replies (2) | Respond to of 65232
 
Dealie,

Thanks for doing what you do.

There seems to be a lot of sad faces around here.
No matter how bad things get, you never let on how it effects you.
You are the one constant around this wonderful place.
Even though many of us around here may not feel like talking stocks because of the way the market has been treating us, you continue to bring us the news and are willing to joke around or respond to anyone looking for a reply.
It's appreciated.

You are special.

I know we will all get through this.
Most us do.

I just want you to know that there are many of us who look forward to read what you are putting up there.

Your brother and you are a wonderful team.
I can't tell you how much I've learned here.

Tell Vster that I still have faith in him and that my angels are telling me all is going to be well.
Don't let the bastards bring him down.

And once again, thanks for doing what you do.

Sincerely,

Clappy

P.S. V, ICNTYHMYMTU



To: Dealer who wrote (8394)10/17/2000 10:46:56 PM
From: freeus  Read Replies (1) | Respond to of 65232
 
I gave up and sold all my SSTI shares in the low 20's. Can't watch it go down any further. Next time 10% loss will be enough.
Any point in holding the sold-puts for Jan at 30?
Freeus



To: Dealer who wrote (8394)10/18/2000 8:10:45 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 13/16
AFTERHOURS 76

GMST
CLOSE 64 1/4
AFTERHOURS 67

JDSU
CLOSE 87
AFTERHOURS 89

SEBL
CLOSE 100 7/16
AFTERHOURS 104.25

NTAP
CLOSE 133 1/2
AFERHOURS 135

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 209 3/8
AFTERHOURS 218.25

CREE
CLOSE 74 7/8
AFTERHOURS 74.50

ELON
CLOSE 32 3/16
AFTERHOURS 33.625

PMCS
CLOSE 172 1/2
AFTERHOURS 177.25

RMBS
CLOSE 58 3/4
AFTERHOURS 66.10

RNWK
CLOSE 14 7/8
AFTERHOUR 15.875

WIND
CLOSE 39 1/16
AFTERHOURS 38.75

SNDK
CLOSE 56 1/4
AFTERHOURS 60.75

INTC
CLOSE 38 3/16
AFTERHOURS 39.75

CSCO
CLOSE 52 1/4
AFTERHOURS 53.01

For TL by special request: Is not a gorilla or king

ALTR
CLOSE 34 5/8
AFTERHOURS 34.6875

"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

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