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

To: Dealer who wrote (36081)	4/20/2001 7:52:02 AM
From: Dealer	Respond to of 65232

M A R K E T .. S N A P S H O T -- Stocks may take a pause By Julie Rannazzisi, CBS.MarketWatch.com Last Update: 7:25 AM ET Apr 20, 2001 NEW YORK (CBS.MW) - After running up furiously over the past few sessions, the stock market may take a breather Friday as investors step back to ponder this week's onslaught of earnings releases. June S&P 500 futures shed 1.50 points, or 0.1 percent, and were trading roughly 3.30 points below fair value, according to HL Camp & Co. Nasdaq futures, in the meantime, rose 10.50 points, falling back and forth from positive into negative territory. In shares trading before the opening bell, Microsoft gained $3 to $71. After the close Thursday, the software monolith (MSFT) posted a profit of 44 cents in its third quarter, beating the First Call estimate by two cents and ahead of the 43 cents made in the year-ago period. Revenue was up 14 percent from the year-ago period and better than Wall Street had expected. But the software colossus said its expects to earn 41 to 42 cents a share in its fourth quarter, less than the 43 cents that had been anticipated by Wall Street. In the Treasury market, where investors of long-dated issues have seen their investments slammed in recent sessions, some mild buying emerged. Still, market participants appeared to wait for clearer signs from the equity market before taking on more meaningful positions. The 10-year Treasury note was up 3/32 to yield ($TNX) 5.28 percent while the 30-year government bond added 1/8 to yield ($TYX) 5.78 percent. No data is set for release on Friday. View Economic Preview and economic calendar and forecasts. In the currency arena, dollar/yen put on 0.8 percent to 122.01 while euro/dollar edged up 0.1 percent to 0.8989.

To: Dealer who wrote (36081)	4/20/2001 9:40:59 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 SYMBOL---EARNINGS DATE CSCO---5/8 CLOSE 19.15 AFTERHOURS 19.17 GMST---3/7 CLOSE 41.57 AFTERHOURS 41.40 INTC---4/17 CLOSE 32.43 AFTERHOURS 32.30 JDSU---4/26 CLOSE 28.53 AFTERHOURS 28.55 NTAP---5/10 CLOSE 23.55 AFTERHOURS 23.75 QCOM---4/17 CLOSE 63.83 AFTERHOURS 63.20 SEBL---4/18 CLOSE 45.54 AFTERHOURS 45.50 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 40.62 AFTERHOURS 40.26 CREE---4/12 CLOSE 21.73 AFTERHOURS 21.50 ELON---4/18 CLOSE 17.68 AFTERHOURS 17.74 ITWO---4/18 CLOSE 20.41 AFTERHOURS 20.22 PMCS---4/19 CLOSE 44.81 AFTERHOURS 44.77 RMBS---4/12 CLOSE 19.94 AFTERHOURS 20.00 RNWK---4/17 CLOSE 9.07 AFTERHOUR 9.20 SNDK---4/25 CLOSE 26.59 AFTERHOURS 26.25 WIND---5/31 CLOSE 27.55 AFTERHOURS 27.65 "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 27272 Original Posts "Voltaire Cover Call Strategy 101"