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

To: Dealer who wrote (23290)	12/8/2000 5:54:04 PM
From: Dealer	Respond to of 65232

<font color=Red>E A R L Y---A F T E R H O U R S---Q U O T E S & EARNINGS REPORT DATES 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 52 3/8 AFTERHOURS 43 1/4 GMST CLOSE 43 1/4 AFTERHOURS 39.1250 INTC CLOSE 34 AFTERHOURS 32.76 JDSU CLOSE 74 9/16 AFTERHOURS 70 NTAP CLOSE 87 3/16 AFERHOURS 79.90 QCOM CLOSE 103 1/4 AFTERHOURS 98 SEBL CLOSE 101 AFTERHOURS 94.50 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 128 3/16 AFTERHOURS 118.5625 CREE CLOSE 75 AFTERHOURS 69.50 ELON CLOSE 24 13/16 AFTERHOURS 23 ITWO CLOSE 64 13/16 AFTERHOURS 58.625 PMCS CLOSE 137 AFTERHOURS 130.50 RMBS CLOSE 54 35/64 AFTERHOURS 50.375 RNWK CLOSE 14 5/16 AFTERHOUR 13.0625 WIND CLOSE 45 1/8 AFTERHOURS 43.75 SNDK CLOSE 52 5/16 AFTERHOURS 51.375 "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" E A R N I N G S---D A T E S SSTI 1/11 CREE 1/11 PMCS 1/11 ELON 1/11 INTC 1/16 ITWO 1/16 RNWK 1/16 BRCM 1/17 SNDK 1/17 MSFT 1/17 NEWP 1/18 SDLI 1/19 CMRC 1/19 SEBL 1/24 JDSU 1/25 QCOM 2/1 CSCO 2/5 GMST 2/12 NTAP 2/13 BEAS 2/13 WIND ???