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

To: Dealer who wrote (37357)	5/30/2001 8:16:28 AM
From: Dealer	Read Replies (1) \| Respond to of 65232

Global Chip Market Seen Down in '01 Monday May 28 7:37 AM ET TOKYO (Reuters) - The global semiconductor market will likely shrink 13.5 percent in 2001 to $176.79 billion because of sluggish demand for PCs and cellphones, the World Semiconductor Trade Statistics (WSTS) group said on Monday. The forecast is a sharp downturn from a 36.8 percent jump the previous year to a record $204.39 billion and would mark the biggest decline in a decade. WSTS, which represents about 70 chipmakers worldwide, last October predicted 20 percent growth in the chip market for 2001, but a sudden slowdown in demand for information-technology products late last year has taken its toll. The industry group said demand for personal computers and mobile handsets could pick up in the second half of this year. It forecast 5.3 percent quarter-on-quarter growth for the July-September period and 7.3 percent growth in October-December. ``But demand for semiconductors that are used in the infrastructure of the Internet, which was a growth driver last year, may remain sluggish in 2001,'' said Osamu Yamashiro, head of WSTS Japan. The DRAM -- dynamic random-access memory -- segment of the semiconductor market is also expected to remain depressed, diminishing 36 percent to $18.5 billion this year. The industry group said the global chip market would likely return to growth in 2002, expanding 13.9 percent to $201.4 billion. In Japan, the WSTS forecast the semiconductor market would dwindle 7.2 percent to $43.38 billion in 2001. Yamashiro said the Japanese market would likely remain relatively buoyant, however, because of strong demand for notebook computers and mobile handsets. He added digital home appliances could boost Japanese chip demand

To: Dealer who wrote (37357)	5/30/2001 8:29:45 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 ()or the Gorilla and King Watchlist SYMBOL---EARNINGS DATE BRCM--- CLOSE 33.09 AFTERHOURS 33.51 CREE--- CLOSE 28.01 AFTERHOURS 27.79 CSCO--- CLOSE 19.00 AFTERHOURS 19.18 ELON--- CLOSE 20.00 AFTERHOURS 19.95 EMC--- CLOSE 30.95 AFTERHOURS 31.00 GMST--- CLOSE 36.12 AFTERHOURS 36.30 INTC--- CLOSE 26.60 AFTERHOURS 26.75 ITWO--- CLOSE 20.14 AFTERHOURS 20.28 JDSU--- CLOSE 16.94 AFTERHOURS 17.19 NTAP--- CLOSE 19.01 AFTERHOURS 19.24 ORCL--- CLOSE 14.51 AFTERHOURS 14.62 PMCS--- CLOSE 31.32 AFTERHOURS 31.95 QCOM--- CLOSE 61.82 AFTERHOURS 61.94 RMBS--- CLOSE 10.38 AFTERHOURS 10.40 RNWK--- CLOSE 11.30 AFTERHOUR 11.49 SEBL--- CLOSE 43.64 AFTERHOURS 44.35 SNDK--- CLOSE 22.37 AFTERHOURS 22.56 WIND--- CLOSE 22.20 AFTERHOURS 22.05 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. "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" SYMBOL---EARNINGS DATE BRCM--- CLOSE 33.09 AFTERHOURS 33.51 CREE--- CLOSE 28.01 AFTERHOURS 27.79 CSCO--- CLOSE 19.00 AFTERHOURS 19.18 ELON--- CLOSE 20.00 AFTERHOURS 19.95 EMC--- CLOSE 30.95 AFTERHOURS 31.00 GMST--- CLOSE 36.12 AFTERHOURS 36.30 INTC--- CLOSE 26.60 AFTERHOURS 26.75 ITWO--- CLOSE 20.14 AFTERHOURS 20.28 JDSU--- CLOSE 16.94 AFTERHOURS 17.19 NTAP--- CLOSE 19.01 AFTERHOURS 19.24 ORCL--- CLOSE 14.51 AFTERHOURS 14.62 PMCS--- CLOSE 31.32 AFTERHOURS 31.95 QCOM--- CLOSE 61.82 AFTERHOURS 61.94 RMBS--- CLOSE 10.38 AFTERHOURS 10.40 RNWK--- CLOSE 11.30 AFTERHOUR 11.49 *SEBL--- CLOSE 43.64 AFTERHOURS 44.35 SNDK--- CLOSE 22.37 AFTERHOURS 22.56 WIND--- CLOSE 22.20 AFTERHOURS 22.05 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. "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"