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

To: Dealer who wrote (39097)	7/16/2001 9:15:23 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

Posted by Teri Garner on "The Thread II" Monday, Jul 16, 2001 3:19 PM 15:07 ET Intel (INTC) 29.47 -0.72 (-2.4%): SG Cowen thinks INTC will have to reduce guidance when it reports tomorrow; sees company reducing revenue guidance to between $6.2 and $6.5 bln vs current consensus of $6.52 bln; thinks that company's latest round of price cuts is likely to kill hopes for an end to falling ASPs in microprocessors.

To: Dealer who wrote (39097)	7/16/2001 9:59:21 PM
From: Dealer	Respond to of 65232

C O R R E C T I O N: A F T E R H O U R S .. Q U O T E S & EARNINGS REPORT DATES CORRECTION TO CREE AH QUOTE 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 41.07 AFTERHOURS 40.50 CREE---7/11 CLOSE 21.90 AFTERHOURS 21.62 CSCO---8/7 CLOSE 17.71 AFTERHOURS 17.74 ELON---7/19 CLOSE 28.04 AFTERHOURS 28.04 EMC---7/19 CLOSE 21.15 AFTERHOURS 21.05 GMST---8/13 CLOSE 47.62 AFTERHOURS 47.60 INTC---7/17 CLOSE 29.13 AFTERHOURS 28.80 ITWO---7/18 CLOSE 14.75 AFTERHOURS 14.80 JDSU---7/24 CLOSE 10.61 AFTERHOURS 10.66 NTAP--- 8/14 CLOSE 11.08 AFTERHOURS 10.98 ORCL---6/18 CLOSE 18.70 AFTERHOURS 18.59 PMCS--- 7/19 CLOSE 28.47 AFTERHOURS 28.42 QCOM--- 7/25 CLOSE 64.11 AFTERHOURS 64.00 RMBS---7/12 CLOSE 9.45 AFTERHOURS 9.35 RNWK---7/17 CLOSE 10.51 AFTERHOUR 10.55 SEBL---7/18 CLOSE 40.41 AFTERHOURS 39.74 SNDK---7/18 CLOSE 25.03 AFTERHOURS 24.60 SSTI---7/12 CLOSE 8.52 AFTERHOURS 8.45 SUNW---7/19 CLOSE 15.01 AFTERHOURS 14.82 WIND---8/16 CLOSE 15.27 AFTERHOURS 15.10 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 REPORT DATES FOR THE ABOVE STOCKS + OTHER STOCKS THAT HAVE BEEN DISCUSSED ON THE PORCH AND ALSO THEIR COMPETITORS. STOCK REPORTING --- COMPETITOR July 11 MOT --- ERICY, NOK, LU July 12 ELON --- RMBS --- (MU reported in June) SSTI --- ATML, INTC, SNDK JNPR --- NT July 16 PLUS --- ITWO NVLS --- AMAT July 17 RNWK --- APPL, MSFT, AOL AAPL --- RNWK INTC --- TXN July 18 NEWP --- VECO, COHR BRCM --- LU, TXN ITWO --- AOL --- RNWK SEBL --- SNDK --- SSTI IBM --- HWP, CPQ, DELL NEWP --- VECO, COHR EMC --- NTAP July 19 ATML --- SSTI MSFT --- RNWK, SUNW PMCS --- SUNW --- CPQ, IBM, MSFT NOK --- QCOM, MOT NT --- ADCT, CIEN, JNPR July 20 VECO --- NEWP, AMAT ERICY --- LU, MOT, NOK July 23 TXN --- INTC, BRCM July 24 COHR --- NEWP CREE --- HWP July 25 CPQ --- HWP, IBM, DELL July 26 JDSU --- LU, NEWP August 4 AMAT --- JDSU, NVLS August 7 CSCO --- LU August 13 GMST --- August 14 NTAP --- BRCD, SUNW BRCD --- SUNW QCOM --- ERICY, MOT, NOK 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 (39097)	7/16/2001 9:59:38 PM
From: Dealer	Respond to of 65232

Tokyo Stocks - Factors to watch - July 17 TOKYO, July 17 (Reuters) - Tokyo shares are seen trading softer on Tuesday, dragged lower by high-tech stocks such as Fujitsu Ltd and Toshiba Corp , which are likely to come under pressure after sharp losses in their U.S. peers. The Philadelphia Stock Exchange's semiconductor index (^SOXX - news) fell 6.04 percent. Market players said investors would take a wait-and-see stance ahead of a closely watched second-quarter earnings announcement from the world's largest chipmaker, Intel Corp (NasdaqNM:INTC - news), later in the day. ``Major techs will be top-heavy, with their upward potential trimmed by the weak performance of their overseas counterparts,'' said Yutaka Miura, deputy manager of the equity information section at Shinko Securities. ``U.S. earnings announcements are picking up speed this week and some Japanese companies are set to unveil their April-June results soon. Investors would like to see those results first, rather than rush in and put money into techs,'' he said. Stocks likely to benefit from a current heat wave in Japan, such as beer maker Kirin Brewery Co Ltd , may extend recent gains, luring buying interest from individual investors and brokerage dealers, traders said. Auto shares, such as Toyota Motor Corp and Honda Motor Co Ltd , may also gain ground, drawing strength from the yen's weak trend, they said. Traders expect the benchmark Nikkei average to move in a range between 12,150 and 12,400. It fell 0.10 percent to 12,343.37 on Monday. American Depositary Receipts (ADRs) of Japanese high-tech shares were generally lower, with high-tech bellwether Sony Corp down $1.30 at $58.00 while Kyocera Corp , the world's largest maker of integrated circuit ceramic packages, lost $0.88 to $80.35. STOCKS TO WATCH -- Chipmakers Fujitsu Ltd and NEC Corp after the Nihon Keizai Shimbun business daily said on Tuesday they were planning to cut semiconductor production this summer in an effort to shrink inventories. -- Yahoo Japan could come under pressure after Japan's top Internet portal said late on Monday its advertising revenue fell four percent to 3.69 billion yen in the April-July quarter from the previous quarter, with the number of advertisers falling for a second consecutive quarter. -- Saizeriya Co Ltd may attract investors after the Italian restaurant chain operator said late on Monday it planned a 1.3-for-one share split on October 19 for shareholders as of August 31. -- Tokiwa Yakuhin Co Ltd may fall after the drug maker cut its earnings forecast for the year to May 31. It now sees a group net loss of 101 million yen, compared with a previous forecast of 125 million yen in profit. -- Maezawa Industries Inc may head north after the specialist maker of water supply and sewerage disposal plants said on Monday it saw its group net profit for the year to next May rising 40 percent from a year earlier to 1.05 billion yen. MARKET CLOSES ON MONDAY -- The Nikkei average fell 11.78 points or 0.10 percent to 12,343.37. -- The September Nikkei futures contract <0#JNI:> lost 20 points to 12,320. -- September Nikkei futures traded in Chicago <0#NK:> fell 130 points to 12,195. -- The blue-chip Dow Jones industrial average (^DJI - news) slid 66.94 points or 0.64 percent to 10,472.12. -- The technology-driven Nasdaq composite index (^IXIC - news) fell 55.67 points or 2.67 percent to 2,029.12. -- The dollar traded at 125.44 yen in late New York.