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

To: limtex who wrote (40085)	8/8/2001 9:31:27 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 42.79 AFTERHOURS 43.01 CREE---7/11 CLOSE 22.97 AFTERHOURS 23.00 CSCO---8/7 CLOSE 17.98 AFTERHOURS 17.99 ELON---7/19 CLOSE 21.83 AFTERHOURS 21.87 EMC---7/19 CLOSE 18.30 AFTERHOURS 18.25 GMST---8/13 CLOSE 35.93 AFTERHOURS 36.76 INTC---7/17 CLOSE 29.61 AFTERHOURS 29.56 ITWO---7/18 CLOSE 8.76 AFTERHOURS 8.89 JDSU---7/24 CLOSE 9.14 AFTERHOURS 9.08 NTAP--- 8/14 CLOSE 13.88 AFTERHOURS 13.75 ORCL---6/18 CLOSE 16.30 AFTERHOURS 16.43 PMCS--- 7/19 CLOSE 35.13 AFTERHOURS 35.10 QCOM--- 7/25 CLOSE 65.09 AFTERHOURS 65.24 RMBS---7/12 CLOSE 7.98 AFTERHOURS 8.09 RNWK---7/17 CLOSE 6.68 AFTERHOUR 6.68 SEBL---7/18 CLOSE 30.69 AFTERHOURS 30.77 SNDK---7/18 CLOSE 23.00 AFTERHOURS 23.00 SSTI---7/12 CLOSE 9.53 AFTERHOURS 9.53 SUNW---7/19 CLOSE 17.25 AFTERHOURS 17.11 WIND---8/16 CLOSE 14.92 AFTERHOURS 14.995 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"