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

To: Dealer who wrote (40529)	8/23/2001 8:09:50 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 33.87 AFTERHOURS 35.30 CREE---7/11 CLOSE 21.34 AFTERHOURS 21.81 CSCO---8/7 CLOSE 16.76 AFTERHOURS 17.70 ELON---7/19 CLOSE 16.57 AFTERHOURS 16.75 EMC---7/19 CLOSE 15.70 AFTERHOURS 15.90 GMST---8/13 CLOSE 29.56 AFTERHOURS 34.00 INTC---7/17 CLOSE 27.67 AFTERHOURS 28.00 ITWO---7/18 CLOSE 6.99 AFTERHOURS 7.10 JDSU---7/24 CLOSE 7.02 AFTERHOURS 7.33 NTAP--- 8/14 CLOSE 12.22 AFTERHOURS 12.50 ORCL---6/18 CLOSE 14.01 AFTERHOURS 14.48 PMCS--- 7/19 CLOSE 31.88 AFTERHOURS 33.35 QCOM--- 7/25 CLOSE 62.95 AFTERHOURS 63.95 RMBS---7/12 CLOSE 4.86 AFTERHOURS 5.00 RNWK---7/17 CLOSE 6.81 AFTERHOUR 7.10 SEBL---7/18 CLOSE 21.90 AFTERHOURS 22.60 SNDK---7/18 CLOSE 20.70 AFTERHOURS 20.89 SSTI---7/12 CLOSE 8.95 AFTERHOURS 8.95 SUNW---7/19 CLOSE 13.82 AFTERHOURS 14.22 WIND---8/16 CLOSE 14.71 AFTERHOURS 14.70 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"