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

To: Dealer who wrote (30330)	1/31/2001 9:10:25 PM
From: ZOOB	Read Replies (3) \| Respond to of 65232

Hi Dealer: With respect to RMBS, suggest buying soon. IFX is in negotiations now with RMBS. In addition, check this out....... intel.com Just a matter of time. Zoob

To: Dealer who wrote (30330)	2/1/2001 10:39:33 AM
From: Dalin	Read Replies (3) \| Respond to of 65232

Good morning porchies!! How is everyone doing? I've been working hard and kind of ignoring the market.......just holding my stocks, no trading. Working on my house too..... Painting, new blinds...patching the roof. I haven't got hit by any rolling blackouts here in Cali. I think my home and business are on the same grids as some hospitals. Well we got another 1/2 rate cut.......6 months from now the bull will be back. <g> Taking my boat out today for 4 days ...... sturgeon tournament.......wish me luck! :0) Ranglin

To: Dealer who wrote (30330)	2/1/2001 7:56:51 PM
From: Dealer	Respond to of 65232

A F T E R H O U R S .. 7:50 PM...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 38 1/4 AFTERHOURS 38.25 GMST CLOSE 53 3/8 AFTERHOURS 53 INTC CLOSE 37 13/16 AFTERHOURS 37.875 JDSU CLOSE 55 13/16 AFTERHOURS 56.0675 NTAP CLOSE 46 9/16 AFERHOURS 46.8125 QCOM CLOSE 85 1/4 AFTERHOURS 85.50 SEBL CLOSE 66 13/16 AFTERHOURS 66.875 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 107 AFTERHOURS 107.7812 CREE CLOSE 34 5/8 AFTERHOURS 35 ELON CLOSE 23 1/2 AFTERHOURS 23.625 ITWO CLOSE 52 15/16 AFTERHOURS 53 PMCS CLOSE 74 1/4 AFTERHOURS 74.625 RMBS CLOSE 50 9/16 AFTERHOURS 51.75 RNWK CLOSE 9 7/16 AFTERHOUR 9.50 SNDK CLOSE 31 AFTERHOURS 30.50 WIND CLOSE 36 11/16 AFTERHOURS 36.8125 "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