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: Dealer who wrote (38821)	7/11/2001 10:43:47 AM
From: Jim Willie CB	Respond to of 65232

my thoughts? Naz, S&P real real dangerous this whole summer 2ndHalf Recovery is seeing its pillars wash away that will prompt big downdraft sudden declining days watch for VIX in particular to forewarn its 20 level last week early forewarned a decline EMC provided the stimulus for selling next up, retail sales will probably erode and consumer confidence will probably resume down path and as recovery this autumn seems less likely, we will see some mindboggling down weeks / jim

To: Dealer who wrote (38821)	7/11/2001 10:21:40 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 38.35 AFTERHOURS 40.75 CREE---7/11 CLOSE 19.82 AFTERHOURS 21.61 CSCO---8/7 CLOSE 16.70 AFTERHOURS 17.67 ELON---7/19 CLOSE 27.43 AFTERHOURS 27.43 EMC---7/19 CLOSE 20.30 AFTERHOURS 21.70 GMST---8/13 CLOSE 42.47 AFTERHOURS 44.80 INTC---7/17 CLOSE 28.06 AFTERHOURS 29.51 ITWO---7/18 CLOSE 14.38 AFTERHOURS 15.75 JDSU---7/24 CLOSE 10.96 AFTERHOURS 11.80 NTAP--- 8/14 CLOSE 10.94 AFTERHOURS 11.74 ORCL---6/18 CLOSE 18.00 AFTERHOURS 19.15 PMCS--- 7/19 CLOSE 25.49 AFTERHOURS 27.67 QCOM--- 7/25 CLOSE 56.45 AFTERHOURS 59.21 RMBS---7/12 CLOSE 9.60 AFTERHOURS 10.10 RNWK---7/17 CLOSE 10.35 AFTERHOUR 10.98 SEBL---7/18 CLOSE 41.35 AFTERHOURS 44.43 SNDK---7/18 CLOSE 23.04 AFTERHOURS 23.86 SSTI---7/12 CLOSE 8.58 AFTERHOURS 9.10 SUNW---7/19 CLOSE 13.98 AFTERHOURS 14.85 WIND---8/16 CLOSE 15.26 AFTERHOURS 16.00 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"