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

To: Dealer who wrote (25462)	12/15/2000 9:10:58 PM
From: Dealer	Read Replies (3) \| Respond to of 65232

A F T E R H O U R S... Q U O T E S & PE'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 48 11/16 AFTERHOURS 49.37 PE 118.94 GMST CLOSE 41 7/8 AFTERHOURS 41.25 PE 2463.24 INTC CLOSE 32 7/16 AFTERHOURS 33.09 PE 21.70 JDSU CLOSE 58 11/64 AFTERHOURS 59.52 PE 0 NTAP CLOSE 65 3/16 AFERHOURS 65.50 PE 276.22 QCOM CLOSE 79 9/16 AFTERHOURS 81.25 PE 94.94 SEBL CLOSE 77 1/4 AFTERHOURS 78 PE 415.32 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 123 1/8 AFTERHOURS 124 PE 287.68 CREE CLOSE 34 1/8 AFTERHOURS 34.6875 PE 65 ELON CLOSE 22 5/8 AFTERHOURS 22.75 PE 0 ITWO CLOSE 50 11/16 AFTERHOURS 51.7812 PE 0 PMCS CLOSE 103 7/16 AFTERHOURS 105.75 PE 320.24 RMBS CLOSE 45 3/16 AFTERHOURS 48.87 PE 0 RNWK CLOSE 12 AFTERHOUR 12.4375 PE 0 WIND CLOSE 37 7/16 AFTERHOURS 37.50 PE 0 SNDK CLOSE 57 3/4 AFTERHOURS 57.3125 PE 13.21 "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 ???