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

To: stockman_scott who wrote (40368)	8/17/2001 8:16:43 PM
From: Dealer	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 37.06 AFTERHOURS 36.99 CREE---7/11 CLOSE 22.65 AFTERHOURS 22.60 CSCO---8/7 CLOSE 16.61 AFTERHOURS 16.68 ELON---7/19 CLOSE 17.75 AFTERHOURS 17.96 EMC---7/19 CLOSE 16.50 AFTERHOURS 16.45 GMST---8/13 CLOSE 33.53 AFTERHOURS 33.70 INTC---7/17 CLOSE 28.07 AFTERHOURS 27.91 ITWO---7/18 CLOSE 7.40 AFTERHOURS 7.45 JDSU---7/24 CLOSE 7.75 AFTERHOURS 7.78 NTAP--- 8/14 CLOSE 12.05 AFTERHOURS 12.00 ORCL---6/18 CLOSE 14.72 AFTERHOURS 14.74 PMCS--- 7/19 CLOSE 30.99 AFTERHOURS 30.87 QCOM--- 7/25 CLOSE 61.56 AFTERHOURS 62.00 RMBS---7/12 CLOSE 7.21 AFTERHOURS 7.18 RNWK---7/17 CLOSE 6.46 AFTERHOUR 6.44 SEBL---7/18 CLOSE 25.46 AFTERHOURS 25.60 SNDK---7/18 CLOSE 21.98 AFTERHOURS 22.00 SSTI---7/12 CLOSE 9.23 AFTERHOURS 9.23 SUNW---7/19 CLOSE 14.03 AFTERHOURS 14.08 WIND---8/16 CLOSE 15.10 AFTERHOURS 15.00 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 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 --- SUNW, EMC BRCD --- SUNW, MCDTA 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 (40368)	8/18/2001 4:16:30 PM
From: Jim Willie CB	Read Replies (4) \| Respond to of 65232

Jack Kemp is no dummy.. he could even throw deep very enlightened article by QB Kemp I love it when a guy uses GreenSpit's own arguments against the GreenMan's current nonsensical rationalization try to imagine riding in a big bus, with powerful engine the driver hits the gas for some acceleration then hits the brakes during a bout of deep FEAR many people are injured in the bus many cars ramm into the back of the bus on the road deaths everywhere, loss of limb, heavy costs "not my fault" says the dipshit driver GreenEyed "stop and go is what busses do" "hitting the gas pedal and brake pedal is what drivers do" what a crock of FedSpeak bullshit finally, widespread criticism is finding its way to GreenBoy's door I am reminded of several movies where men pretended to be gods or deified kings e.g. Capt Kirk on some planet e.g. Sean Connery as "Alexander the Great" in Afghany when the natives realize "he bleeds like a man", they usually kill him IMPEACH GreenMonkeyTinyDick / jw