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

To: Sully- who wrote (39770)	8/3/2001 10:40:26 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 46.99 AFTERHOURS 46.71 CREE---7/11 CLOSE 26.14 AFTERHOURS 26.32 CSCO---8/7 CLOSE 20.05 AFTERHOURS 20.09 ELON---7/19 CLOSE 24.46 AFTERHOURS 24.38 EMC---7/19 CLOSE 20.48 AFTERHOURS 20.00 GMST---8/13 CLOSE 41.68 AFTERHOURS 41.68 INTC---7/17 CLOSE 31.68 AFTERHOURS 31.70 ITWO---7/18 CLOSE 9.64 AFTERHOURS 9.65 JDSU---7/24 CLOSE 9.13 AFTERHOURS 9.18 NTAP--- 8/14 CLOSE 14.50 AFTERHOURS 14.49 ORCL---6/18 CLOSE 18.00 AFTERHOURS 18.02 PMCS--- 7/19 CLOSE 36.57 AFTERHOURS 36.66 QCOM--- 7/25 CLOSE 66.86 AFTERHOURS 67.02 RMBS---7/12 CLOSE 8.56 AFTERHOURS 8.62 RNWK---7/17 CLOSE 7.69 AFTERHOUR 7.25 SEBL---7/18 CLOSE 36.89 AFTERHOURS 36.90 SNDK---7/18 CLOSE 25.42 AFTERHOURS 24.79 SSTI---7/12 CLOSE 10.09 AFTERHOURS 10.00 SUNW---7/19 CLOSE 31.68 AFTERHOURS 17.62 WIND---8/16 CLOSE 15.72 AFTERHOURS 15.72 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: Sully- who wrote (39770)	8/4/2001 6:51:58 PM
From: stockman_scott	Respond to of 65232

Citigroup Matches Investors, Hedge Funds Saturday August 4, 12:05 pm Eastern Time By Svea Herbst-Bayliss NEW YORK (Reuters) - Citigroup Inc.(NYSE:C - news), which already offers just about every financial service under sun, has found yet another sideline -- a dating service for investors and stock pickers. Citigroup, the world's largest financial services company, this week formed a new unit to act as matchmaker between hedge funds and clients at a time when mainstream investors are clamoring to put more money into these sometimes risky investment pools. Six marketing staffers will work for the Capital Introduction Group, which will be part of Citigroup's Smith Barney Prime Brokerage. Prime brokers clear trades for hedge fund companies and often provide financing for these trades. ``This is very much a matchmaking situation,'' said Dan Lancellotti, head of the new group. ``We are providing a service to various departments within our group who are considering alternative investments and also to the hedge fund managers,'' he said. Citigroup's asset management group, which manages the company's pension, is one of the departments that wants these introductions to hedge fund managers. Hedge funds are loosely regulated investment pools that employ a variety of strategies from picking stocks to betting on currencies and often use borrowed money to boost results. Unlike mutual funds, hedge funds can also sell stocks short, making them more attractive in a slumping stock market. Money managers and traders have been quitting fund firms and Wall Street banks in droves to launch hedge funds, attracted by greater freedom to make innovative investment choices and maybe get rich faster. But hedge funds, which often start out with only a few million dollars, are prohibited from advertising and often have to scramble to get funds. There are roughly 5,000 hedge funds that jointly manage an estimated $500 billion in assets. Citigroup Asset Management, which includes the firm's wide array of mutual funds, managed money accounts and institutional money, has $409 billion under management. This year, hedge funds have become particularly popular because they are posting gains at a time most of America's stock indices are nursing big losses. Because hedge funds are big business, a number of Wall Street's most successful prime brokers like Morgan Stanley(NYSE:MWD - news), Bear Stearns Cos. Inc.(NYSE:BSC - news) and Goldman Sachs Group Inc.(NYSE:GS - news) have similar programs to match investors with hedge fund managers. But Lancellotti said Citigroup's sheer size will soon pay dividends for its new program. ``Our list came together almost instantaneously with a few phone calls to the departments that work with investors,'' he said. Even though Citigroup and its asset base is enormous, the group prides itself on keeping the matchmaking intimate. At the first meeting, six hedge fund managers were allowed 20 minutes each to make their case at the Mark Hotel, a small luxury hotel on Manhattan's exclusive Upper East Side. ``We tend to have these events outside of our offices and here in New York, the Upper East Side is a pretty good place because it suits managers and investors,'' Lancellotti said. Although Lancellotti's group will not keep track of how many unions may be formed at their get-togethers, he said it will be a successful business model. ``It is none of our business what happens after the party. But this can only be a win-win situation for us and we measure our success with the number of people who want to come to these events,'' Lancellotti said. For managers it is fairly simple to get an invitation to these parties, Lancellotti said, explaining that all managers who use Salomon Smith Barney's prime brokering services are allowed to apply for a slot to make a presentation. Currently the group has relationships with about 300 hedge funds. Looking ahead, the next social will take place in San Francisco in October, Lancellotti said, adding events in Chicago, Boston and London are also being planned. ``There will be a local flair and the format may vary simply because some investors like to eat and some don't'' he said.