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

To: Dealer who wrote (31472)	2/20/2001 8:17:28 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 26 1/16 AFTERHOURS 26.31 GMST CLOSE 46 1/2 AFTERHOURS 48.0625 INTC CLOSE 31 7/16 AFTERHOURS 31.49 JDSU CLOSE 34 5/16 AFTERHOURS 34.125 NTAP CLOSE 33 5/8 AFERHOURS 34 QCOM CLOSE 75 33/64 AFTERHOURS 75.0312 SEBL CLOSE 55 1/8 AFTERHOURS 55.8125 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 64 3/8 AFTERHOURS 64.50 CREE CLOSE 26 9/16 AFTERHOURS 27.50 ELON CLOSE 19 AFTERHOURS 18.8750 ITWO CLOSE 33 3/16 AFTERHOURS 34.125 PMCS CLOSE 44 5/8 AFTERHOURS 45.75 RMBS CLOSE 40 5/8 AFTERHOURS 41.50 RNWK CLOSE 7 5/32 AFTERHOUR 7.125 SNDK CLOSE 24 3/4 AFTERHOURS 25.0625 WIND CLOSE 29 31/32 AFTERHOURS 29.9062 "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