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

To: stockman_scott who wrote (39227)	7/18/2001 8:02:23 PM
From: Ex-INTCfan	Read Replies (1) \| Respond to of 65232

Scott, I couldn't agree more. We will learn a lot about his character from his final decision. (I hope I think more of him after his decision.) We can only hope he will think about it on his exercise bike.

To: stockman_scott who wrote (39227)	7/18/2001 8:41:29 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 39.00 AFTERHOURS 40.60 CREE---7/11 CLOSE 21.44 AFTERHOURS 21.40 CSCO---8/7 CLOSE 17.15 AFTERHOURS 17.23 ELON---7/19 CLOSE 24.68 AFTERHOURS 25.55 EMC---7/19 CLOSE 18.05 AFTERHOURS 18.00 GMST---8/13 CLOSE 46.25 AFTERHOURS 46.00 INTC---7/17 CLOSE 28.89 AFTERHOURS 28.65 ITWO---7/18 CLOSE 13.09 AFTERHOURS 13.00 JDSU---7/24 CLOSE 1`0.21 AFTERHOURS 10.20 NTAP--- 8/14 CLOSE 10.26 AFTERHOURS 10.21 ORCL---6/18 CLOSE 18.78 AFTERHOURS 18.70 PMCS--- 7/19 CLOSE 29.00 AFTERHOURS 30.05 QCOM--- 7/25 CLOSE 62.55 AFTERHOURS 62.19 RMBS---7/12 CLOSE 9.03 AFTERHOURS 9.10 RNWK---7/17 CLOSE 8.81 AFTERHOUR 8.94 SEBL---7/18 CLOSE 37.64 AFTERHOURS 34.88 SNDK---7/18 CLOSE 24.15 AFTERHOURS 23.05 SSTI---7/12 CLOSE 7.94 AFTERHOURS 7.83 SUNW---7/19 CLOSE 13.99 AFTERHOURS 13.93 WIND---8/16 CLOSE 14.69 AFTERHOURS 14.69 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 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 LU 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: stockman_scott who wrote (39227)	7/19/2001 12:00:54 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

stem cell pales to Bush new fronts on Energy Policy whether planned or not, Bush now is gathering Democrat support the grand plan is now growing in consensus it is including alternative energy, renewables this is outstanding news, a big political development he may have brilliantly planned to exclude alternatives so that he could use it as an invitation to Dumbocrats they usually have a firm grasp of the inefficient and small picture but alternatives WILL BE THE SOLUTION in my opinion eventually eventually eventually I want to see $20 billion per year in research grants for hydrogen based solutions and another $20 billion per year in subsidies for alternatives we as a nation must widen the alternative usage drive down the cost until mass production reduces price from economies of scale / jim