Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: stockman_scott who wrote (38053)	6/21/2001 8:09:51 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 33.90 AFTERHOURS 33.35 CREE--- CLOSE 22.20 AFTERHOURS 21.90 CSCO--- CLOSE 17.68 AFTERHOURS 17.80 ELON--- CLOSE 22.54 AFTERHOURS 22.50 EMC--- CLOSE 27.11 AFTERHOURS 26.80 GMST--- CLOSE 40.98 AFTERHOURS 40.81 INTC--- CLOSE 27.27 AFTERHOURS 26.99 ITWO--- CLOSE 18.29 AFTERHOURS 17.90 JDSU--- CLOSE 10.91 AFTERHOURS 10.76 NTAP--- CLOSE 11.08 AFTERHOURS11.06 ORCL--- CLOSE 17.90 AFTERHOURS 17.63 PMCS--- CLOSE 26.25 AFTERHOURS 26.00 QCOM--- CLOSE 52.50 AFTERHOURS 52.89 RMBS--- CLOSE 9.07 AFTERHOURS 8.97 RNWK--- CLOSE 12.78 AFTERHOUR 12.60 SEBL--- CLOSE 44.76 AFTERHOURS 44.60 SNDK--- CLOSE 22.26 AFTERHOURS 22.25 SSTI--- CLOSE 8.10 AFTERHOURS 8.00 SUNW--- CLOSE 14.33 AFTERHOURS 14.37 WIND--- CLOSE 20.32 AFTERHOURS 20.34 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: stockman_scott who wrote (38053)	6/21/2001 9:11:09 PM
From: Sully-	Respond to of 65232

Stock funds leak $6 billion Money fund assets fall by $9 billion By Craig Tolliver, CBS.MarketWatch.com Last Update: 7:07 PM ET June 21, 2001 SANTA ROSA, Calif. (CBS.MW) -- An eerie feeling of calm has descended upon mutual fund investors as stock funds repeat a second straight week of outflows, Mutual Funds Trim Tabs said Thursday. What had started out as a robust month has seen the June pace fall to zero, with outflows over the last two weeks canceling out earlier inflows. What's really taken the Santa Rosa, Calif., fund analysts off guard is that over the past three days flows have been flat, with just the tiniest of inflows to show that investors are still breathing. "We've never seen that before. People just got so bored with the stock market. It's not like they're' rushing to the exits, they've just forgotten about it," director of research Carl Wittnebert said in an interview. "It's a little eerie." Over the five-day period ending Wednesday, Trim Tabs estimates that investors siphoned off $6 billion from stock funds, adding to outflows of $4.9 billion the week before. Mutual funds investing primarily in U.S. stocks suffered outflows of $3.9 billion in the latest week, compared to $2.5 billion shed in the previous week. International funds leaked $2.1 billion during the week, nearly duplicating the $2.4 billion that washed out the week before. Bond funds had outflows of $100 million, compared with inflows of $200 million the prior week while hybrid funds had inflows of $200 million, vs. zero flow the prior week. Mutual Funds Trim Tabs tracks the daily flow of a small sampling of mutual fund companies, representing roughly 15 percent of all equity fund assets, to arrive at its weekly estimates. Money funds Assets of the nation's money-market funds shed more than $9 billion in the latest week, the Investment Company Institute said Thursday. Retail investors pulled out $2.5 billion over the five-day period ending Wednesday. Taxable money market funds in the retail category decreased by nearly $1.5 billion in assets while tax-exempt funds decreased by just over $1 billion in assets, according to the Washington-based trade group. Institutional money-market funds leaked nearly $6.5 billion over the week. Among institutional funds, assets of taxable money funds decreased by $6.8 billion while tax-exempt fund assets rose by $349 million. Total money market assets stood at nearly $2.105 trillion for the week, according to ICI. Craig Tolliver is the mutual funds editor for CBS.MarketWatch.com in Los Angeles. cbs.marketwatch.com Ö¿Ö