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

To: Dealer who wrote (29714)	1/23/2001 3:35:46 PM
From: Venkie	Respond to of 65232

\|^^^^^^^^^^^^^^^\| \|\|___ $$$$SNDK-brcm$$$_\|\|\|\|___\,___ \|_..__..___..__.===\|=\|___\|____\| (@)'(@)''''(@)(@)*****(@)+

To: Dealer who wrote (29714)	1/23/2001 8:14:57 PM
From: Jill	Read Replies (1) \| Respond to of 65232

Wow--NTAP way up too. Did you hold onto your cmrc calls?

To: Dealer who wrote (29714)	1/23/2001 8:53:50 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

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 42 5/8 AFTERHOURS 43.5625 GMST CLOSE 51 1/8 AFTERHOURS 51.3125 INTC CLOSE 35 3/8 AFTERHOURS 36.625 JDSU CLOSE 63 7/8 AFTERHOURS 63.5625 NTAP CLOSE 73 9/16 AFERHOURS 73.875 QCOM CLOSE 77 5/8 AFTERHOURS 78.312 SEBL CLOSE 78 31/64 AFTERHOURS 85.8125 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 133 7/16 AFTERHOURS 141.75 CREE CLOSE 34 5/16 AFTERHOURS 35.5 ELON CLOSE 20 7/8 AFTERHOURS 20.5 ITWO CLOSE 56 27/64 AFTERHOURS 57.75 PMCS CLOSE 103 7/16 AFTERHOURS 110 RMBS CLOSE 49 3/16 AFTERHOURS 50.375 RNWK CLOSE 12 1/16 AFTERHOUR 12.25 SNDK CLOSE 44 7/8 AFTERHOURS 46 WIND CLOSE 38 1/4 AFTERHOURS 38.375 "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 INTC 1/16 ITWO 1/16 RNWK 1/16 SNDK 1/17 MSFT 1/17 NEWP 1/18 SDLI 1/19 CMRC 1/19 ELON 1/17 BRCM 1/23 SEBL 1/24 JDSU 1/25 QCOM 1/25 CSCO 2/6 GMST 2/12 NTAP 2/13 BEAS 2/13 WIND 2/28