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

To: Dealer who wrote (36465)	4/30/2001 9:12:00 AM
From: r.edwards	Respond to of 65232

What has surprised me, in a most pleasant way, has been the market’s ability to punch into the 10300-11000 area of what was theoretical overhead supply – this is a strong plus by itself. Also, have you noticed how many sessions have seen strong closes as opposed to bad fades during down markets? That’s a plus. The DJI is getting close to its primary downtrend line. This occurs if you connect the peak in 1/2000 to its 9/2000 peak and extend it to the present. A definitive close above 11000 would break above that line and would be a good plus. Can some profit-taking take place at any time? Yes, but we do not think it would be serious. MNMD – 40-7/8 – looks attractive." Ralph Bloch"

To: Dealer who wrote (36465)	4/30/2001 8:04:01 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 16.98 AFTERHOURS 17.09 GMST---3/7 CLOSE 41.52 AFTERHOURS 41.60 INTC---4/17 CLOSE 30.91 AFTERHOURS 30.87 JDSU---4/26 CLOSE 21.39 AFTERHOURS 21.70 NTAP---5/10 CLOSE 22.75 AFTERHOURS 22.57 QCOM---4/17 CLOSE 57.36 AFTERHOURS 57.29 SEBL---4/18 CLOSE 45.58 AFTERHOURS 45.97 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 41.56 AFTERHOURS 41.50 CREE---4/12 CLOSE 21.53 AFTERHOURS 21.49 ELON---4/18 CLOSE 18.16 ATERHOURS 17.70 ITWO---4/18 CLOSE 17.41 AFTERHOURS 17.60 PMCS---4/19 CLOSE 41.60 AFTERHOURS 41.35 RMBS---4/12 CLOSE 17.00 AFTERHOURS 16.50 RNWK---4/17 CLOSE 9.20 AFTERHOUR 9.30 SNDK---4/25 CLOSE 26.86 AFTERHOURS 26.85 WIND---5/31 CLOSE 28.12 AFTERHOURS 28.49 "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"