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

To: Sully- who wrote (37900)	6/14/2001 8:04:03 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 33.04 AFTERHOURS 32.50 CREE--- CLOSE 25.01 AFTERHOURS 24.89 CSCO--- CLOSE 17.74 AFTERHOURS 17.98 ELON--- CLOSE 24.37 AFTERHOURS 24.99 EMC--- CLOSE 28.25 AFTERHOURS 28.00 GMST--- CLOSE 35.17 AFTERHOURS 35.60 INTC--- CLOSE 27.61 AFTERHOURS 27.98 ITWO--- CLOSE 17.32 AFTERHOURS 17.17 JDSU--- CLOSE 13.81 AFTERHOURS 12.26 NTAP--- CLOSE 15.07 AFTERHOURS14.78 ORCL--- CLOSE 14.85 AFTERHOURS 15.30 PMCS--- CLOSE 29.25 AFTERHOURS 28.90 QCOM--- CLOSE 51.50 AFTERHOURS 51.25 RMBS--- CLOSE 11.08 AFTERHOURS 11.10 RNWK--- CLOSE 10.70 AFTERHOUR 10.74 SEBL--- CLOSE 39.19 AFTERHOURS 39.50 SNDK--- CLOSE 24.17 AFTERHOURS 24.50 SSTI--- CLOSE 9.22 AFTERHOURS 9.10 SUNW--- CLOSE 15.50 AFTERHOURS 15.70 WIND--- CLOSE 21.54 AFTERHOURS 21.60 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: Sully- who wrote (37900)	6/14/2001 10:43:30 PM
From: RR	Read Replies (3) \| Respond to of 65232

Evening Big Guy! Well, are you ready for tomorrow? Ought to be interesting. I'm ready. Bring it on. Our Naz baby gets really clobbered tomorrow and I'll consider adding a little more to the QQQ leap position, depending of course on how it looks. Don't mind adding a bit here and there to that one. EXTR and BEAS taking it on the chin makes me want to look harder at them now. Hey, maybe I ought to predict the Naz ends green for the day. Expiration week..... hum. Folks scratch their heads wondering about the impact of options expiration. Toss a coin but sometimes I've seen some crazy things happen as positions unwind, especially in the last 30 minutes. 1850, 1950, who knows. Again, toss the coin. Doesn't matter necessarily if you are trading . Just play the swings. Heck, use the "RR Fingers" formula. Up 3, down 2; down 2, up 3; up 4, down 3; down 3, up 4; etc. Funny how often that's worked. LTBH? Continue the dollar cost averaging and go back to sleep. I am more inclined now to think it will be a continuation of a range bound Naz, maybe until the 4th quarter. The JDSU comments about Q1/2002 bothered me. That's what I was concerned about, guidance. We may see the bad news shift more into 2002 on the timeline. Just a few thoughts for the evening. RR