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

To: Dealer who wrote (38545)	7/3/2001 5:03:46 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---7/18 CLOSE 41.79 AFTERHOURS 41.80 CREE---7/11 CLOSE 25.51 AFTERHOURS 25.55 CSCO---8/7 CLOSE 19.19 AFTERHOURS 19.23 ELON---7/19 CLOSE 27.80 AFTERHOURS 27.80 EMC---7/19 CLOSE 31.62 AFTERHOURS 31.62 GMST---8/13 CLOSE 43.50 AFTERHOURS 43.70 INTC---7/17 CLOSE 30.46 AFTERHOURS 30.40 ITWO---7/18 CLOSE 18.57 AFTERHOURS 18.67 JDSU---7/24 CLOSE 12.67 AFTERHOURS 12.70 NTAP--- 8/14 CLOSE 13.16 AFTERHOURS 13.28 ORCL---6/18 CLOSE 19.77 AFTERHOURS 19.75 PMCS--- 7/19 CLOSE 30.25 AFTERHOURS 30.26 QCOM--- 7/25 CLOSE 63.87 AFTERHOURS 63.95 RMBS---7/12 CLOSE 11.02 AFTERHOURS 11.00 RNWK---7/17 CLOSE 11.65 AFTERHOUR 11.57 SEBL---7/18 CLOSE 47.67 AFTERHOURS 47.95 SNDK---7/18 CLOSE 27.26 AFTERHOURS 27.30 SSTI---7/12 CLOSE 9.05 AFTERHOURS 9.05 SUNW---7/19 CLOSE 15.91 AFTERHOURS 15.95 WIND---8/16 CLOSE 15.99 AFTERHOURS 15.99 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"