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

To: Dealer who wrote (37725)	6/11/2001 11:42:40 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--- CLOSE 35.90 AFTERHOURS 36.12 CREE--- CLOSE 27.86 AFTERHOURS 27.86 CSCO--- CLOSE 20.38 AFTERHOURS 20.49 ELON--- CLOSE 23.91 AFTERHOURS 24.16 EMC--- CLOSE 31.91 AFTERHOURS 31.85 GMST--- CLOSE 37.68 AFTERHOURS 37.67 INTC--- CLOSE 30.33 AFTERHOURS 30.54 ITWO--- CLOSE 21.50 AFTERHOURS 21.84 JDSU--- CLOSE 15.20 AFTERHOURS 15.29 NTAP--- CLOSE 17.84 AFTERHOURS 17.85 ORCL--- CLOSE 16.19 AFTERHOURS 16.25 PMCS--- CLOSE 33.29 AFTERHOURS 33.28 QCOM--- CLOSE 59.78 AFTERHOURS 59.90 RMBS--- CLOSE 11.45 AFTERHOURS 11.50 RNWK--- CLOSE 11.67 AFTERHOUR 11.989 SEBL--- CLOSE 46.87 AFTERHOURS 47 SNDK--- CLOSE 25.81 AFTERHOURS 26.59 SSTI--- CLOSE 10.87 AFTERHOURS 10.65 SUNW--- CLOSE 16.88 AFTERHOURS 16.79 WIND--- CLOSE 23.59 AFTERHOURS 23.59 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"