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

To: stockman_scott who wrote (42939)	10/5/2001 8:04:40 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 25.55 AFTERHOURS 25.71 CREE---7/11 CLOSE 17.30 AFTERHOURS 17.34 CSCO---8/7 CLOSE 14.94 AFTERHOURS 14.96 ELON---7/19 CLOSE 12.45 AFTERHOURS 12.30 EMC---7/19 CLOSE 13.15 AFTERHOURS 13.30 GMST---8/13 CLOSE 20.04 AFTERHOURS 19.80 INTC---7/17 CLOSE 21.96 AFTERHOURS 21.83 ITWO---7/18 CLOSE 4.09 AFTERHOURS 4.11 JDSU---7/24 CLOSE 6.92 AFTERHOURS 6.96 NTAP--- 8/14 CLOSE 9.75 AFTERHOURS 9.86 ORCL---6/18 CLOSE 14.20 AFTERHOURS 14.06 PMCS--- 7/19 CLOSE 13.18 AFTERHOURS 13.33 QCOM--- 7/25 CLOSE 38.46 AFTERHOURS 38.99 RMBS---7/12 CLOSE 8.08 AFTERHOURS 8.01 RNWK---7/17 CLOSE 5.21 AFTERHOUR 5.21 SEBL---7/18 CLOSE 18.21 AFTERHOURS 18.35 SNDK---7/18 CLOSE 11.36 AFTERHOURS 11.45 SSTI---7/12 CLOSE 4.75 AFTERHOURS 4.77 SUNW---7/19 CLOSE 9.87 AFTERHOURS 9.82 WIND---8/16 CLOSE 12.25 AFTERHOURS 12.18 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: stockman_scott who wrote (42939)	10/5/2001 8:21:36 PM
From: Selectric II	Respond to of 65232

Re: "Retaliation Feared If U.S. Strikes Afghanistan" "Retaliation"? The Washington Post calls a possible terrorist counter-strike "retaliation," if we're simply defending ourselves? re·tal·i·ate (r-tl-t) v. re·tal·i·at·ed, re·tal·i·at·ing, re·tal·i·ates v. intr. To return like for like, especially evil for evil. v. tr. To pay back (an injury) in kind. Neither definition fits. The terrorist attacks were evil, while defending ones' self and trying to prevent additional threatened attacks, isn't. Further, our defensive measures will be against the warring, terrorist aggressors, not innocent civilians. I hope in the future The Washington Post will be more judicious in the terms it throws about in its headlines. While the media and people on the street have exclaimed over and over how this will have an ongoing and long-lasting impact on our lives, I don't think we've begun to acknowledge the extent of the impact. It's still too new to us, we're still disbelieving, and the attacks have been confined geographically. On the other hand, something the terrorists don't understand, to their eventual demise, is that the more havoc they cause, the more we will be pi**ed off (as if we aren't already) and the greater our resolve to obliterate them. We are much, much bigger than them. Perhaps more importantly, they are attacking us on our soil, not soil that they claim as theirs or is in dispute. Historically, terrorism has occurred in close proximity to the geographic heart of the issue, whether in the Middle East, Ireland, Spain, S. America, etc. Acts of terrorism on foreign soil far away from the conflict will prove to be counterproductive. New York City and Arlington, VA aren't up for grabs, and only highlight the irrationality of the attackers.