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

To: Dealer who wrote (30009)	1/26/2001 2:19:44 PM
From: im a survivor	Respond to of 65232

Thanks Dealie...and Ed....Two slightly conflicting views...food for thought. maybe I sell, take my profits today and hope for a better entry price...if I dont get one....move on to something else. Price wise....dollar for dollar, sunw is cheaper per share and slow down or no slow down, i think sunw will always be a big hairy gorilla....and, it's been basing nicely, not too far off it's yearly lows. Hard to figure...on one hand, dont want to miss any upside leading up to fed meeting...on other hand, maybe I am best to take a little profit and be ready to buy some stocks cheaper. Not selling my jdsu, not selling my qcom, not selling my rmbs...all are underwater....not selling my sunw cause I like it long term...not selling my sndk because I like it too long term.....not selling ssti or atml because I think both are buys under $20 if your looking long term........looks like cmrc is about the only one I would consider selling today and taking that little profit and run......hmmmm keith

To: Dealer who wrote (30009)	1/26/2001 7:46:32 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----POSTED AT 7:45 PM 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 38 7/16 AFTERHOURS 38.4375 PE 94.62 GMST CLOSE 52 7/8 AFTERHOURS 52.6875 PE 3099.26 EXTENUATING CIRCUMSTANCES--NEEDS UNDERSTANDING INTC CLOSE 35 13/16 AFTERHOURS 35.8125 PE 23.79 JDSU CLOSE 59 1/2 AFTERHOURS 59.375 PE N/A NTAP CLOSE 56 3/4 AFTERHOURS 56.6875 PE 239.41 QCOM CLOSE 81 1/4 AFTERHOURS 81.125 PE 578.57 SEBL CLOSE 73 1/4 AFTERHOURS 73.25 PE 386.18 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 110 1/4 AFTERHOURS 110.25 PE N/A CREE CLOSE 34 AFTERHOURS 33.5 PE 54.80 ELON CLOSE 19 11/16 AFTERHOURS 19.625 PE N/A ITWO CLOSE 57 7/8 AFTERHOURS 57.75 PE N/A PMCS CLOSE 74 15/16 AFTERHOURS 74.875 PE 203.86 RMBS CLOSE 49 5/16 AFTERHOURS 49 PE N/A RNWK CLOSE 10 7/16 AFTERHOUR 10.4375 PE N/A SNDK CLOSE 32 15/16 AFTERHOURS 32.9375 PE 8.01 WIND CLOSE 40 AFTERHOURS 36.625 PE N/A "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