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

To: Dealer who wrote (37772)	6/12/2001 8:05:47 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 37.25 AFTERHOURS 37.50 CREE--- CLOSE 28.68 AFTERHOURS 29.00 CSCO--- CLOSE 20.37 AFTERHOURS 20.31 ELON--- CLOSE 24.81 AFTERHOURS 24.75 EMC--- CLOSE 31.74 AFTERHOURS 31.63 GMST--- CLOSE 39.39 AFTERHOURS 39.00 INTC--- CLOSE 30.13 AFTERHOURS 30.05 ITWO--- CLOSE 21.94 AFTERHOURS 21.92 JDSU--- CLOSE 15.11 AFTERHOURS 15.10 NTAP--- CLOSE 17.75 AFTERHOURS 17.68 ORCL--- CLOSE 16.14 AFTERHOURS 16.14 PMCS--- CLOSE 33.59 AFTERHOURS 34.00 QCOM--- CLOSE 57.97 AFTERHOURS 57.80 RMBS--- CLOSE 11.65 AFTERHOURS 11.72 RNWK--- CLOSE 12.21 AFTERHOUR 12.39 SEBL--- CLOSE 48.73 AFTERHOURS 48.86 SNDK--- CLOSE 26.24 AFTERHOURS 26.50 SSTI--- CLOSE 10.82 AFTERHOURS 10.80 SUNW--- CLOSE 17.20 AFTERHOURS 17.20 WIND--- CLOSE 23.77 AFTERHOURS 23.77 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"

To: Dealer who wrote (37772)	6/12/2001 8:30:43 PM
From: RR	Read Replies (1) \| Respond to of 65232

Congrats on the profit, Dealer! Good lessons in execution as well. Off to the hammock to ponder my wealth budget. RR

To: Dealer who wrote (37772)	6/12/2001 9:26:54 PM
From: Sully-	Read Replies (2) \| Respond to of 65232

Dealer, Congrats on your capital gain! Beats being in the red. It's tough to leave $$ on the table, but tougher to see a small gain go red on you. Good job! Chris sees decending triangles, others see head & shoulder patterns setting up all over the place. equis.com From a TA perspective, they all generally resolve themselves to the down side. And generally lots of it too. Next week earnings warnings should begin to ramp up. The following week, they will be out in full force. I cannot justify increasing share prices when earnings are generally going to be in a significant decline for this quarter & perhaps for one or two more quarters to follow. P/E's are already at or above historically high levels. I just can't see over that to the next rainbow of hope for sustained growth. Japan & Europe are weakening economically. The US is reporting increasing joblessness, weak manufacturing output, excess capacity, excess supply in the pipeline still being worked off, falling consumer sentiment, yada, yada, yada. Have we hit the bottom of this economic decline yet? I do not think we properly tested the lows from April & the April lows did not have any real capitulation. There are still a ton of open gaps in many stocks & indices. Most gaps tend to get filled...... sooner or later. I think I will stick with Zeev Hed & keep my Bear suit on for the time being. I'd rather be late to the next Bull market than deep in the red waiting to unload when I break even. BWDIK? Ö¿Ö