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

To: Dealer who wrote (37119)	5/21/2001 8:30:23 PM
From: pinhi	Respond to of 65232

Outstanding! Thanks Dealie. As Tim suggested, would probably like to see more volume to really qualify as a big time breakout from a technical standpoint, like maybe 2.8 to 3.2 billion, IMHO. But, it could happen. We'll see. Maybe RR will weigh in tonite as well. Pinhi

To: Dealer who wrote (37119)	5/21/2001 8:55:09 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

Thanks Dealer! Bookmarked it. FWIW, using your chart, I calculated average volume for the last 20 days to be 1.92 billion shares...... today's volume is about 20% above that average. IMO, that's very encouraging, but is it significant enough to say it is breakout volume? FWIW, seems that most folks I follow & the indicators they/we use show more upside potential, but an increasing chance for a pullback near term too. I'm getting concerned about the P/E's on some NAZ leaders..... particularly considering their forward guidance (some stating YOY earnings declines & one or more quarters of low/no visibility). How can they go up in share price while they are in an earnings decline without resulting in nosebleed P/E's?? Those companies currently with historically high P/E's which have guided for earnings declines YOY, plus low/no visibility are stuck between a rock & a hard place IMO. I don't doubt some compaines will do just fine. I think some companies will have to lag behind unless we are to return to bubble high P/E's again. The NAZ has been up for 5 straight days, first time in many months. I wish I knew what tomorrow brings. Ö¿Ö

To: Dealer who wrote (37119)	5/21/2001 9:24:45 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 22.87 AFTERHOURS 22.81 GMST---3/7 CLOSE 42.95 AFTERHOURS 39.4 INTC---4/17 CLOSE 29.90 AFTERHOURS 29.75 JDSU---4/26 CLOSE 23.50 AFTERHOURS 23.5 NTAP---5/10 CLOSE 26.65 AFTERHOURS 26.75 QCOM---4/17 CLOSE 71.00 AFTERHOURS 70.31 SEBL---4/18 CLOSE 54.97 AFTERHOURS 54.87 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 46.98 AFTERHOURS 46.85 CREE---4/12 CLOSE 35.97 AFTERHOURS 35.6 ELON---4/18 CLOSE 22.75 AFTERHOURS 22.9 ITWO---4/18 CLOSE 27.10 AFTERHOURS 27.19 PMCS---4/19 CLOSE 43.48 AFTERHOURS 43.16 RMBS---4/12 CLOSE 11.49 AFTERHOURS 11.47 RNWK---4/17 CLOSE 14.88 AFTERHOUR 14.83 SNDK---4/25 CLOSE 28.86 AFTERHOURS 28.86 WIND---5/31 CLOSE 24.41 AFTERHOURS 24.4 "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"