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

To: Dealer who wrote (25185)	12/14/2000 8:35:25 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

STOLEN STUFF: From: JRI Thursday, Dec 14, 2000 6:01 PM ET Reply # of 38099 If you were Greenie...knowing what you know.....wouldn't you cut rates ONCE now (next Tuesday)?....and then wait and see in January if the data keeps coming a consistent downward slide....and do it again (if the data continues down).. Core PPI was flat today...if CPI core also benign, I would think Greenie has room here... Man, when was the last time Msft and all the techs, AND, consumer durables, AND retail all missed estimates...Real estate is going to tank big time in the spring....Greenie has to have blinders not to see a problem here... But let's say I'm wrong: If (somehow) December unemployment, wages, retail sales remain strong/gain strength....you leave it at one cut....that's not going to provide that much impetus here..that's not going to drive us back above 4+ % annual growth......but waiting even 6 weeks to cut could be deadly if we are going in for a hard landing.....we could go negative growth by Q1.. In my mind, (cut now) is the best "protect my rear" yet not pour too much fuel on the fire strategy for Greenie.....waiting until January to cut may be too late (given the months lag)...Greenie would be dumb to risk recession....given now oil is likely back under control.. If we don't rally into the Fed meeting, I think I'll buy on the odd chance I'm right here.....after all, if the Naz is sitting between 2500-2600 by meeting day, I'd say the "neutral" is priced in...pretty low risk, no?....BTW- I think any rate cut rally will be short, but should be strong..

To: Dealer who wrote (25185)	12/15/2000 4:02:30 PM
From: Dealer	Read Replies (2) \| Respond to of 65232

<font color=red>AFTERHOURS QUOTES & EARNINGS REPORT DATES Voltaire's Porch Basket of Stocks THIS IS A TEST ONLY YESTERDAYS PRICES 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 50 15/16 AFTERHOURS 49.74 GMST CLOSE 39 3/4 AFTERHOURS 38.0625 INTC CLOSE 35 1/8 AFTERHOURS 34.48 JDSU CLOSE 61 1/2 AFTERHOURS 60.25 NTAP CLOSE 69 1/8 AFERHOURS 67.1875 QCOM CLOSE 88 1/16 AFTERHOURS 86.50 SEBL CLOSE 79 3/8 AFTERHOURS 76.125 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 117 1/4 AFTERHOURS 114.25 CREE CLOSE 34 AFTERHOURS 33.0625 ELON CLOSE 23 1/2 AFTERHOURS 22.625 ITWO CLOSE 51 AFTERHOURS 49.50 PMCS CLOSE 102 AFTERHOURS 99.75 RMBS CLOSE 46 7/8 AFTERHOURS 45.50 RNWK CLOSE 12 3/8 AFTERHOUR 12.25 WIND CLOSE 39 3/16 AFTERHOURS 39 SNDK CLOSE 54 1/16 AFTERHOURS 53.125 "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 ???