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 (30834)	2/9/2001 8:13:25 PM
From: Dealer	Read Replies (2) \| Respond to of 65232

From SIGNAL WATCH--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 38 1/2 AFTERHOURS 38.125 GMST CLOSE 52 13/16 AFTERHOURS 53 INTC CLOSE 31 3/8 AFTERHOURS 31.50 JDSU CLOSE 48 1/8 AFTERHOURS 48.75 NTAP CLOSE 58 1/8 AFERHOURS 58.24 QCOM CLOSE 70 15/16 AFTERHOURS 70.875 SEBL CLOSE 68 7/16 AFTERHOURS 68.1875 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 117 7/8 AFTERHOURS 116.875 CREE CLOSE 28 AFTERHOURS 27.9375 ELON CLOSE 19 AFTERHOURS 18.8750 ITWO CLOSE 48 11/64 AFTERHOURS 48 PMCS CLOSE 79 15/16 AFTERHOURS 78.9375 RMBS CLOSE 42 AFTERHOURS 41.6875 RNWK CLOSE 10 1/2 AFTERHOUR 10.25 SNDK CLOSE 37 5/16 AFTERHOURS 37.0625 WIND CLOSE 33 1/2 AFTERHOURS 33.8125 "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

To: Dealer who wrote (30834)	2/9/2001 9:13:44 PM
From: Dealer	Respond to of 65232

CORRECT AFTERHOUR QUOTES: ENTERED AN OLD ONE BY MISTAKE! DUH! 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 28 3/16 AFTERHOURS 28.125 GMST CLOSE 50 9/16 AFTERHOURS 50 INTC CLOSE 33 1/2 AFTERHOURS 33.625 JDSU CLOSE 42 5/8 AFTERHOURS 42.5125 NTAP CLOSE 38 AFERHOURS 38.3125 QCOM CLOSE 79 1/8 AFTERHOURS 79 SEBL CLOSE 58 11/16 AFTERHOURS 58.25 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 77 3/16 AFTERHOURS 76.5 CREE CLOSE 30 1/8 AFTERHOURS 30.375 ELON CLOSE 21 9/16 AFTERHOURS 21 ITWO CLOSE 41 3/4 AFTERHOURS 41.75 PMCS CLOSE 57 9/16 AFTERHOURS 57.5 RMBS CLOSE 45 23/64 AFTERHOURS 45.3125 RNWK CLOSE 8 1/4 AFTERHOUR 8.25 SNDK CLOSE 25 3/16 AFTERHOURS 25.125 WIND CLOSE 33 1/4 AFTERHOURS 33.25 "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