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


To: Dealer who wrote (35312)4/4/2001 5:42:40 PM
From: Venkie  Read Replies (2) | Respond to of 65232
 
I bot scmr and beas at close to lows today...they are both rallying hard in aft hrs..I smell a rally tomorrow.
Dell..beas and a couple more reafirm revs and earnings..I think we will see some green soon. Hell I feel like selling beas and scmr now for a nice profit. Go Itwo yahooooo..I bot Ntap at 12 today



To: Dealer who wrote (35312)4/4/2001 8:14:38 PM
From: Dealer  Read Replies (3) | 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

SYMBOL---EARNINGS DATE

CSCO---5/8
CLOSE 13.6875
AFTERHOURS 14.30

GMST---3/7
CLOSE 23.3750
AFTERHOURS 25

INTC---4/17
CLOSE 22.6250
AFTERHOURS 23.8750

JDSU---4/26
CLOSE 13.7344
AFTERHOURS 14.56

NTAP---5/10
CLOSE 11.8125
AFERHOURS 12.75

QCOM---4/17
CLOSE 43.8750
AFTERHOURS 45.25

SEBL---4/17
CLOSE 23.88
AFTERHOURS 25.37

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---4/17
CLOSE 21.37
AFTERHOURS 22.80

CREE---4/12
CLOSE 12.26
AFTERHOURS 13

ELON---4/18
CLOSE 9.3125
AFTERHOURS 9.3125

ITWO---4/18
CLOSE 14.1875
AFTERHOURS 15.30

PMCS---4/19
CLOSE 19.12
AFTERHOURS 20.02

RMBS---4/17
CLOSE 16.59
AFTERHOURS 17.50

RNWK---4/17
CLOSE 6.9688
AFTERHOUR 7

SNDK---4/25
CLOSE 17.4375
AFTERHOURS 17.8750

WIND---5/31
CLOSE 18.4375
AFTERHOURS 18.50

"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"