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


To: Dealer who wrote (9135)10/20/2000 10:00:12 PM
From: Dealer  Read Replies (1) | Respond to of 65232
 
"I feel so miserable without you, it's almost like having you here"
~ Stephen Bishop



To: Dealer who wrote (9135)10/21/2000 11:10:06 AM
From: Dealer  Read Replies (2) | 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

CSCO
CLOSE 57 5/16
AFTERHOURS 57.4687

GMST
CLOSE 70
AFTERHOURS 70.0625

INTC
CLOSE 42.99
AFTERHOURS 42.99

JDSU
CLOSE 102 3/8
AFTERHOURS 103.49

NTAP
CLOSE 148 5/8
AFERHOURS 149.3125

QCOM
CLOSE 74 3/4
AFTERHOURS 74.875

SEBL
CLOSE 113
AFTERHOURS 113.9375

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 242 3/16
AFTERHOURS 241.50

CREE
CLOSE 90 1/2
AFTERHOURS 91

ELON
CLOSE 33 3/8
AFTERHOURS 34

PMCS
CLOSE 204 1/2
AFTERHOURS 204

RMBS
CLOSE 63 3/4
AFTERHOURS 64.75

RNWK
CLOSE 22
AFTERHOUR 22.5625

WIND
CLOSE 42 3/8
AFTERHOURS 42.3125

SNDK
CLOSE 62
AFTERHOURS 61.50

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

ALTR
CLOSE 39 3/16
AFTERHOURS 39.1875

"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