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

To: stockman_scott who wrote (40439)	8/20/2001 8:30:07 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 37.79 AFTERHOURS 38.00 CREE---7/11 CLOSE 22.65 AFTERHOURS 23.25 CSCO---8/7 CLOSE 16.90 AFTERHOURS 16.90 ELON---7/19 CLOSE 17.41 AFTERHOURS 17.45 EMC---7/19 CLOSE 16.35 AFTERHOURS 16.28 GMST---8/13 CLOSE 33.65 AFTERHOURS 33.60 INTC---7/17 CLOSE 28.20 AFTERHOURS 28.26 ITWO---7/18 CLOSE 7.28 AFTERHOURS 7.25 JDSU---7/24 CLOSE 7.51 AFTERHOURS 7.35 NTAP--- 8/14 CLOSE 12.30 AFTERHOURS 12.21 ORCL---6/18 CLOSE 14.81 AFTERHOURS 14.75 PMCS--- 7/19 CLOSE 31.84 AFTERHOURS 31.75 QCOM--- 7/25 CLOSE 63.71 AFTERHOURS 63.77 RMBS---7/12 CLOSE 6.55 AFTERHOURS 6.66 RNWK---7/17 CLOSE 6.73 AFTERHOUR 6.55 SEBL---7/18 CLOSE 26.12 AFTERHOURS 26.14 SNDK---7/18 CLOSE 22.44 AFTERHOURS 22.44 SSTI---7/12 CLOSE 9.08 AFTERHOURS 9.10 SUNW---7/19 CLOSE 14.33 AFTERHOURS 14.41 WIND---8/16 CLOSE 15.10 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 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"