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

To: RR who wrote (37468)	6/4/2001 8:00:43 PM
From: Nick	Read Replies (2) \| Respond to of 65232

WSJ will report tomorrow that money is starting to flow back in, although very slowly, and this is probably the beginning of another bull market.

To: RR who wrote (37468)	6/4/2001 8:06:01 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 ()or the Gorilla and King Watchlist SYMBOL---EARNINGS DATE BRCM---34.60 CLOSE 33.48 AFTERHOURS CREE---27.50 CLOSE 27.73 AFTERHOURS CSCO---20.14 CLOSE 19.73 AFTERHOURS ELON---24.96 CLOSE 24.96 AFTERHOURS EMC--- CLOSE 31.65 AFTERHOURS 31.99 GMST--- CLOSE 39.01 AFTERHOURS 39.25 INTC--- CLOSE 28.50 AFTERHOURS 28.85 ITWO--- CLOSE 20.66 AFTERHOURS 21.04 JDSU--- CLOSE 16.96 AFTERHOURS 17.14 NTAP--- CLOSE 17.84 AFTERHOURS 18.20 ORCL--- CLOSE 16.06 AFTERHOURS 16.15 PMCS--- CLOSE 31.90 AFTERHOURS 32.30 QCOM--- CLOSE 61.94 AFTERHOURS 62.10 RMBS--- CLOSE 10.72 AFTERHOURS 10.77 RNWK--- CLOSE 12.44 AFTERHOUR 12.40 SEBL--- CLOSE 46.80 AFTERHOURS 46.89 SNDK--- CLOSE 23.27 AFTERHOURS 23.30 SSTI CLOSE 9.99 AFTERHOURS 10.02 SUNW CLOSE 16.08 AFTERHOURS 16.31 WIND--- CLOSE 22.78 AFTERHOURS 22.78 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"