Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dealer who wrote (30325)	1/31/2001 8:03:45 PM
From: Dealer	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 37 7/16 AFTERHOURS 37.8125 GMST CLOSE 51 13/16 AFTERHOURS 51.75 INTC CLOSE 37 AFTERHOURS 37.0625 JDSU CLOSE 54 13/16 AFTERHOURS 56 NTAP CLOSE 53 5/8 AFERHOURS 54.26 QCOM CLOSE 84 1/16 AFTERHOURS 83.0625 SEBL CLOSE 66 5/16 AFTERHOURS 66.50 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 109 15/16 AFTERHOURS 109.50 CREE CLOSE 34 1/2 AFTERHOURS 35 ELON CLOSE 20 3/8 AFTERHOURS 20.4375 ITWO CLOSE 50 5/8 AFTERHOURS 51.13 PMCS CLOSE 75 9/16 AFTERHOURS 77 RMBS CLOSE 49 3/8 AFTERHOURS 50.50 RNWK CLOSE 10 3/16 AFTERHOURs 10.07 SNDK CLOSE 31 15/16 AFTERHOURS 31.6875 WIND CLOSE 38 AFTERHOURS 37.0625 "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 2/8 BEAS 2/13 WIND 2/28