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

To: Ex-INTCfan who wrote (42535)	9/24/2001 8:22:18 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 26.01 AFTERHOURS 26.55 CREE---7/11 CLOSE 15.75 AFTERHOURS 15.75 CSCO---8/7 CLOSE 12.56 AFTERHOURS 12.66 ELON---7/19 CLOSE 14.05 AFTERHOURS 14.05 EMC---7/19 CLOSE 12.85 AFTERHOURS 13.03 GMST---8/13 CLOSE 19.55 AFTERHOURS 19.489 INTC---7/17 CLOSE 21.31 AFTERHOURS 21.69 ITWO---7/18 CLOSE 4.18 AFTERHOURS 4.16 JDSU---7/24 CLOSE 6.39 AFTERHOURS 6.45 NTAP--- 8/14 CLOSE 8.31 AFTERHOURS 8.39 ORCL---6/18 CLOSE 12.52 AFTERHOURS 12.50 PMCS--- 7/19 CLOSE 15.50 AFTERHOURS 15.69 QCOM--- 7/25 CLOSE 47.60 AFTERHOURS 47.81 RMBS---7/12 CLOSE 8.19 AFTERHOURS 8.24 RNWK---7/17 CLOSE 4.02 AFTERHOUR 4.03 SEBL---7/18 CLOSE 13.80 AFTERHOURS 13.96 SNDK---7/18 CLOSE 11.80 AFTERHOURS 11.80 SSTI---7/12 CLOSE 4.65 AFTERHOURS 4.86 SUNW---7/19 CLOSE 8.73 AFTERHOURS 8.79 WIND---8/16 CLOSE 11.35 AFTERHOURS 11.35 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.

To: Ex-INTCfan who wrote (42535)	9/24/2001 11:15:28 PM
From: TigerPaw	Respond to of 65232

we need the infrastructure to be built for peak demand, not normal everyday usage. That would be another function for a full sized government. You can't expect business to build to a level that is only used occasionally. It seems nobody likes government until they need it. TP

To: Ex-INTCfan who wrote (42535)	9/26/2001 10:56:10 AM
From: stockman_scott	Respond to of 65232

Venture Capitalists Hunker Down Wednesday September 26 12:46 AM ET By MICHAEL LIEDTKE, AP Business Writer SAN FRANCISCO (AP) - Already beaten down by the collapse of the technology industry, venture capitalists are hunkering down for even rougher times ahead as the economy recovers from the devastation of this month's terrorist attacks. While remaining bullish on the industry's long-term prospects, venture capitalists generally are pessimistic about the outlook through 2002, according to two informal industry surveys taken in the past week. Venture capitalists are preparing for ``an extremely difficult'' environment for the next 12-18 months, said the National Venture Capital Association, an industry trade group that polled 60 major firms across the country last Friday and Monday. Most of the 56 firms that responded to a survey by VentureWire - an online news service focused on the industry - also predicted the fallout from the terrorist attacks will slow the flow of money to start-ups at least through 2002. ``To say we are in for choppy times is an understatement,'' said Jim Breyer, managing partner with Accel Partners in Palo Alto. Breyer predicted the financial fallout from the Sept. 11 tragedy will be even more dramatic than the October 1987 stock market crash, which hurt the venture capital industry for at least three years. After furiously raising money last year to finance the buildup of the Internet Economy, venture capitalists still have plenty of money to invest - an estimated $45 billion, according to the National Venture Capital Association. A large chunk likely will be earmarked for previously financed start-ups as venture capitalists scramble to salvage their previous investments. ``I would not want to be an entrepreneur searching for my first round (of capital) right now,'' said Mark Heeson, president of the National Venture Capital Association. ``Venture capitalists are going to be a lot tougher even with more seasoned entrepreneurs. It's just going to be a harsher environment.'' Venture capitalists ``will have to be prepared to support their companies for longer periods of time and recognize that they might not be able to meet their original budgets because this recession is going to make everything more difficult,'' said Howard Cox, a general partner with Greylock Financial in Boston. Like most of the technology start-ups that they helped fund, venture capitalists were grappling with a sharp contraction in their industry well before the Sept. 11 tragedy. As tech stocks have plummeted on Wall Street, venture capitalists have been forced to pour more money into their existing portfolio of companies instead of cashing out in initial public offerings, or IPOs. The shift has saddled venture capitalists with unprecedented losses after reveling in record profits in the late 1990s. Before Sept. 11, some venture capitalists had been hoping that the worst was just about over in the tech sector and the window for IPOs might crack open again early next year. ``This has pretty much splashed cold water on that talk,'' said Geoff Yang, a partner at Redpoint Ventures in Menlo Park. In many ways, venture capitalists say their duties won't change much from the past six months. They expect to continue their triage on their existing start-ups while keeping an eye out for promising new ideas. ``This just is going to elongate the cycle. We already knew things were tough, and this just really puts a hammer in it,'' said Wes Raffel, general partner of Advanced Technology Partners in Palo Alto. On The Net: National Venture Capital Association: nvca.org ____________________________________________

To: Ex-INTCfan who wrote (42535)	9/27/2001 12:46:55 PM
From: stockman_scott	Respond to of 65232

MARKET TALK: Software Funk Not Ephemeral Edited by Thomas Granahan Of DOW JONES NEWSWIRES (Call Us: 201 938-5299; All Times Eastern) MARKET TALK can be found using code N/DJMT 12:23 (Dow Jones) Thomas Weisel says the current software malaise is worse than the '90-'91 downturn and trough valuations "will be with us for a while." The analysts suggest investors focus on those companies most likely to survive - noting that during the previous recovery the survivors doubled over 12 months. The firm likes Internet Security (ISSX), CheckPoint (CHKP), Citrix (CTXS), and Siebel (SEBL), among others. (MLP) 12:15 (Dow Jones) Edwards LifeSciences Corp. (EW) will resume sales of its Lifepath AAA Endovascular Graft System sooner than expected now that the latest version of the device has been approved by European regulators. The company stopped selling the device overseas and halted U.S. clinical trials in April 2000 after the product's wireform was found to have fractured in some patients. The company had expected to resume selling the product, a less invasive treatment for abdominal aortic aneurysms, at the end of the year. (JJO) 12:09 (Dow Jones) The Nasdaq Stock Market's decision to temporarily waive some of its listing requirements takes some of the heat off companies whose stocks have traded under $1 for an extended period of time. Otherwise, these companies could be booted from Nasdaq if their stock prices don't rise above the threshold. Nasdaq hasn't said how many companies will benefit from the move, but a quick glance at the Nasdaq-100 index shows seven companies now trading under $1. (A stock's bid price must remain under $1 for 30 consecutive business days before coming under Nasdaq scrutiny.) The list includes McLeodUSA Inc. (MCLD), now at 36 cents, and XO Communications Inc. (XOXO), which is at 43 cents. Both stocks last closed above $1 on Sept. 10. (GFC)