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

To: Dealer who wrote (38489)	7/2/2001 7:56:52 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

General Commentary Nasdaq ended Monday's session narrowly lower, snapping its winning streak at five... More importantly, a slew of companies issued earnings warnings after the close... While none of the firms guiding estimates lower would be considered sector heavyweights, the sheer number of confessions likely to spook traders... Throw in the thin trading conditions and shortened session due to tomorrow's holiday, and you have a potentially explosive mix... First support for the Nasdaq is in the 2120 area, with secondary support in the 2100-2084 range. A move back to the 2100-2084 area shouldn't be seen as a serious threat to the recent recovery rally... To the contrary it would represent nothing more than normal corrective activity... In fact, we could see the Nasdaq fall well below this floor without any serious technical damage being done -- an unlikely event given that the market transitions into earnings season early next week. Security and CRM software firms likely to absorb the brunt of Tuesday's initial sell-off given the warnings from Internet Security Systems (ISSX) and E.piphany (EPNY)... If selling stays confined to group, techs likely to stage closing rally try... However, if retreat spills over into chip and networking stocks, correction likely to run into the early part of the next session. In sum, next day or two should amount to nothing more than a slight detour on the road to new recovery highs. Robert Walberg Briefing.com

To: Dealer who wrote (38489)	7/2/2001 8:05:02 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 42.91 AFTERHOURS 42.30 CREE---7/11 CLOSE 25.30 AFTERHOURS 25.86 CSCO---8/7 CLOSE 19.22 AFTERHOURS 19.11 ELON---7/19 CLOSE 28.04 AFTERHOURS 28.04 EMC---7/19 CLOSE 30.60 AFTERHOURS 30.64 GMST---8/13 CLOSE 43.36 AFTERHOURS 43.50 INTC---7/17 CLOSE 30.06 AFTERHOURS 29.95 ITWO---7/18 CLOSE 18.23 AFTERHOURS 18.35 JDSU---7/24 CLOSE 12.96 AFTERHOURS 12.88 NTAP--- 8/14 CLOSE 13.34 AFTERHOURS 13.33 ORCL---6/18 CLOSE 19.58 AFTERHOURS 19.41 PMCS--- 7/19 CLOSE 30.18 AFTERHOURS 30.25 QCOM--- 7/25 CLOSE 57.87 AFTERHOURS 58.60 RMBS---7/12 CLOSE 11.06 AFTERHOURS 11.08 RNWK---7/17 CLOSE 11.97 AFTERHOUR 12.05 SEBL---7/18 CLOSE 49.53 AFTERHOURS 48.75 SNDK---7/18 CLOSE 27.31 AFTERHOURS 26.85 SSTI---7/12 CLOSE 9.34 AFTERHOURS 9.26 SUNW---7/19 CLOSE 15.77 AFTERHOURS 15.80 WIND---8/16 CLOSE 16.55 AFTERHOURS 16.55 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"