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

To: Dealer who wrote (38171)	6/25/2001 10:12:14 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---7/18 CLOSE 35.49 AFTERHOURS 34.70 CREE---7/11 CLOSE 21.89 AFTERHOURS 21.50 CSCO---8/7 CLOSE 18.51 AFTERHOURS 18.36 ELON---7/19 CLOSE 23.50 AFTERHOURS 23.25 EMC---7/19 CLOSE 28.35 AFTERHOURS 28.59 GMST---8/13 CLOSE 39.58 AFTERHOURS 39.58 INTC---7/17 CLOSE 28.58 AFTERHOURS 28.49 ITWO---7/18 CLOSE 16.44 AFTERHOURS 16.35 JDSU---7/24 CLOSE 11.98 AFTERHOURS 11.90 NTAP--- 8/14 CLOSE 11.68 AFTERHOURS 11.55 ORCL---6/18 CLOSE 17.77 AFTERHOURS 17.70 PMCS--- 7/19 CLOSE 27.66 AFTERHOURS 26.50 QCOM--- 7/25 CLOSE 54.35 AFTERHOURS 54.20 RMBS---7/12 CLOSE 9.84 AFTERHOURS 9.85 RNWK---7/17 CLOSE 12.40 AFTERHOUR 12.36 SEBL---7/18 CLOSE 40.06 AFTERHOURS 39.75 SNDK---7/18 CLOSE 23.42 AFTERHOURS 23.41 SSTI---7/12 CLOSE 8.42 AFTERHOURS 8.40 SUNW---7/19 CLOSE 15.04 AFTERHOURS 14.90 WIND---8/16 CLOSE 17.84 AFTERHOURS 17.75 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. EARNINGS RELESE DATES EARNING FOR THE ABOVE STOCKS + OTHER STOCKS THAT HAVE BEEN DISCUSSED ON THE PORCH AND ALSO THEIR COMPETITORS. STOCK REPORTING --- COMPETITOR July 11 CREE --- HWP MOT --- ERICY, NOK, LU July 12 RMBS --- (MU reported in June) SSTI --- AMTL, INTC, SNDK AMTL --- SSTI JNPR --- NT July 16 PLUS --- ITWO July 17 RNWK --- APPL, MSFT, AOL AAPL --- RNWK INTC --- TXN TXN --- INTC, BRCM NEWP --- VECO, COHR July 18 BRCM --- LU, TXN ITWO --- AOL --- RNWK SEBL --- SNDK --- SSTI IBM --- HWP, CPQ, DELL NEWP --- VECO, COHR July 19 ELON --- MSFT --- RNWK, SUNW EMC --- NTAP PMCS --- SUNW --- CPQ, IBM, MSFT NOK --- QCOM, MOT NT --- ADCT, CIEN, JNPR July 20 VECO --- NEWP, AMAT ERICY --- LU, MOT, NOK July 23 CPQ --- HWP, IBM, DELL NVLS --- AMAT July 24 JDSU --- LU, NEWP COHR --- NEWP July 25 QCOM --- ERICY, MOT, NOK August 4 AMAT --- JDSU, NVLS August 7 CSCO --- LU August 13 GMST --- August 14 NTAP --- BRCD, SUNW BRCD --- SUNW August 15 HWP --- IBM, CPQ August 16 DELL --- CPQ, HWP WIND --- MSFT CIEN --- ADCT, LU, CSCO August 23 ADCT --- CSCO, NT "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"