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

To: Dealer who wrote (38735)	7/9/2001 8:40:01 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 39.06 AFTERHOURS 39.10 CREE---7/11 CLOSE 22.52 AFTERHOURS 22.40 CSCO---8/7 CLOSE 17.25 AFTERHOURS 17.30 ELON---7/19 CLOSE 28.55 AFTERHOURS 28.55 EMC---7/19 CLOSE 22.32 AFTERHOURS 22.50 GMST---8/13 CLOSE 42.25 AFTERHOURS 42.50 INTC---7/17 CLOSE 28.90 AFTERHOURS 28.87 ITWO---7/18 CLOSE 16.73 AFTERHOURS 16.87 JDSU---7/24 CLOSE 11.74 AFTERHOURS 11.31 NTAP--- 8/14 CLOSE 11.63 AFTERHOURS 11.69 ORCL---6/18 CLOSE 18.91 AFTERHOURS 18.83 PMCS--- 7/19 CLOSE 26.41 AFTERHOURS 26.54 QCOM--- 7/25 CLOSE 61.72 AFTERHOURS 61.78 RMBS---7/12 CLOSE 10.08 AFTERHOURS 10.18 RNWK---7/17 CLOSE 11.35 AFTERHOUR 11.15 SEBL---7/18 CLOSE 43.41 AFTERHOURS 43.49 SNDK---7/18 CLOSE 24.03 AFTERHOURS 23.50 SSTI---7/12 CLOSE 9.00 AFTERHOURS 8.911 SUNW---7/19 CLOSE 14.82 AFTERHOURS 14.90 WIND---8/16 CLOSE 15.20 AFTERHOURS 15.20 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"

To: Dealer who wrote (38735)	7/9/2001 11:36:09 PM
From: Sully-	Read Replies (1) \| Respond to of 65232

LTB&H will eventually return to be the best method of building wealth IMO. The NAZ bubble & the ensuing bear market have made current LTB&H folks temporary losers. Once the economy gets back on track, selecting the best companies & holding them for years will give the best ROI with less effort than almost any other investing strategy IMO. Now if we can only pick the bottom, or the end of this bear & the return to the bull........... or at least come close. :-o Ö¿Ö