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

To: Uncle Frank who wrote (36789)	5/10/2001 8:07:23 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 SYMBOL---EARNINGS DATE CSCO---5/8 CLOSE 18.83 AFTERHOURS 18.97 GMST---3/7 CLOSE 37.60 AFTERHOURS 37.94 INTC---4/17 CLOSE 29.01 AFTERHOURS 28.91 JDSU---4/26 CLOSE 21.26 AFTERHOURS 21.48 NTAP---5/10 CLOSE 24.01 AFTERHOURS 24.10 QCOM---4/17 CLOSE 58.61 AFTERHOURS 58.82 SEBL---4/18 CLOSE 42.03 AFTERHOURS 42.27 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 38.35 AFTERHOURS 38.79 CREE---4/12 CLOSE 26.24 AFTERHOURS 26.20 ELON---4/18 CLOSE 18.84 AFTERHOURS 18.84 ITWO---4/18 CLOSE 21.13 AFTERHOURS 21.01 PMCS---4/19 CLOSE 36.36 AFTERHOURS 37.05 RMBS---4/12 CLOSE 11.76 AFTERHOURS 11.97 RNWK---4/17 CLOSE 9.24 AFTERHOUR 9.25 SNDK---4/25 CLOSE 27.21 AFTERHOURS 27.48 WIND---5/31 CLOSE 23.00 AFTERHOURS 23.01 "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"

To: Uncle Frank who wrote (36789)	5/11/2001 12:59:42 PM
From: limtex	Read Replies (1) \| Respond to of 65232

UF - Not a two day dip but now almost a continuous slide of about 20 or so points per day with nothing in sight to excite any interest indeed kust the opposite. RR says cautious for the next twelve months and across the board a more common acceptance that there is basically no recovery in sight indeed the opposite, it is getting substanitially worse. This seems to me to be bringing on the slow and nuaseating realization that the money lost in the last year is not going to come back soon if ever. Not only that but there is every prospect of more going out the window as the recession finally albeit slowly reveals itself even to the Fed. Still I suppose they will do the usual...deny deny deny and continue moaning about non-existant inflation. What a sorry mess in only a few months. There isn't anyone to moan at except Mr G. I should have known when it became obvious that Mr Bush had won. Its not his fault I happen to think he is a thoroughly decent and nice man but he and his father are just plain unlucky for the market and you nned luck in the market. Best regards, L