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

To: Dealer who wrote (31993)	2/26/2001 8:06:12 PM
From: Dealer	Read Replies (1) \| 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 26.125 GMST CLOSE 51 1/16 AFTERHOURS 49.75 INTC CLOSE 29 1/2 AFTERHOURS 29.6875 JDSU CLOSE 32 5/8 AFTERHOURS 32.5312 NTAP CLOSE 33 AFERHOURS 33 QCOM CLOSE 63 1/16 AFTERHOURS 63 SEBL CLOSE 48 9/16 AFTERHOURS 49.25 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 63 AFTERHOURS 62.1875 CREE CLOSE 25 1/16 AFTERHOURS 24.5625 ELON CLOSE 18 7/8 AFTERHOURS 18.75 ITWO CLOSE 35 1/2 AFTERHOURS 35.375 PMCS CLOSE 44 9/16 AFTERHOURS 44.6875 RMBS CLOSE 42 3/4 AFTERHOURS 43 RNWK CLOSE 8 11/32 AFTERHOUR 8.25 SNDK CLOSE 23 15/16 AFTERHOURS 23.9375 WIND CLOSE 28 1/4 AFTERHOURS 28.25 "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"

To: Dealer who wrote (31993)	2/26/2001 10:19:17 PM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

As I recall your good friend Harry Dent still believes the NAZ will hit 25,000 (no typo) by 2008 <VBG>.... netcog.com Are we getting close to THE MOTHER of all buying opportunities? Just wondering...:-) Best Regards, Scott

To: Dealer who wrote (31993)	2/27/2001 8:07:41 AM
From: Dealer	Read Replies (4) \| Respond to of 65232

M A R K E T .. S N A P S H O T -- Steady to lower open in store By Julie Rannazzisi, CBS.MarketWatch.com Last Update: 7:46 AM ET Feb 27, 2001 NEW YORK (CBS.MW) - U.S. stocks are looking to take a breather Tuesday following Monday's very favorable price action that lifted almost all boats in the marketplace. The futures markets are pointing to some scattered weakness in the tech arena following two sessions of higher closes for Nasdaq. Investors are perhaps displaying some caution ahead of the morning's key release of February consumer confidence. See Economic Preview and economic calendar and forecasts. March S&P 500 futures shed 3.60 points, or 0.3 percent, but were trading only 0.40 point below fair value, according to numbers provided by HL Camp & Co. Nasdaq futures, meanwhile, erased 13.00 points, or 0.6 percent. Over in the government bond arena, prices continued their ascent following Monday's optimism, which came on the wings of increased expectations for a rate cut before the next scheduled Federal Open Market Committee Meeting on March 20. The 10-year Treasury note advanced 10/32 to yield ($TNX) 4.99 percent while the 30-year government bond rose 5/32 to yield ($TYX) 5.42 percent. Checking the currency segment, dollar/yen edged down 0.3 percent to 116.08 while euro/dollar climbed 0.6 percent to 0.9149.