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


To: Dealer who wrote (32222)3/1/2001 7:47:48 PM
From: Dealer  Read Replies (1) | Respond to of 65232
 
7:50--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 24 1/2
AFTERHOURS 23.5625

GMST
CLOSE 45 27/64
AFTERHOURS 45.3750

INTC
CLOSE 29 1/8
AFTERHOURS 28.4687

JDSU
CLOSE 29 1/4
AFTERHOURS 28.0312

NTAP
CLOSE 30 7/8
AFERHOURS 29.625

QCOM
CLOSE 61 3/16
AFTERHOURS 59.2812

SEBL
CLOSE 44 5/8
AFTERHOURS 38.375

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 48
AFTERHOURS 44.75

CREE
CLOSE 21 3/4
AFTERHOURS 21.75

ELON
CLOSE 17 7/16
AFTERHOURS 17

ITWO
CLOSE 27 9/16
AFTERHOURS 25.1875

PMCS
CLOSE 39 1/8
AFTERHOURS 37.3125

RMBS
CLOSE 39 3/4
AFTERHOURS 38.5156

RNWK
CLOSE 7 25/32
AFTERHOUR 7.1875

SNDK
CLOSE 22 23/64
AFTERHOURS 21

WIND
CLOSE 25 5/16
AFTERHOURS 26.50

"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"