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

To: stockman_scott who wrote (43125)	10/10/2001 11:51:08 AM
From: Dealer	Read Replies (1) \| Respond to of 65232

Hi Scott! <IWOV may gain more visibility soon and have a nice run. That would be nice. I believe it is happening as I type. I'll take off my sell order and keep an eye on it. It is all over the map.......up and down. Thanks Scott!....dealie

To: stockman_scott who wrote (43125)	10/10/2001 11:58:06 AM
From: Nick	Read Replies (1) \| Respond to of 65232

'Rogue Pak agents helped Taliban prepare for US attacks' AFP (Hong Kong, October 10) -------------------------------------------------------------------------------- Afghanistan's Taliban militia received help in preparing their defences ahead of US air strikes from a group of renegade Pakistani military intelligence officers, a report claimed on Wednesday. The group, including a brigadier and a colonel, entered Afghanistan at the end of September with several truckloads of ammunition, the Far Eastern Economic Review said, citing retired senior army officials. It said as many as five officers from the powerful Inter-services Intelligence (ISI) agency were involved in the operation which was undertaken without the permission of Pakistani President Pervez Musharraf. Pakistan halted military supplies to the Taliban in the wake of last month's attacks on the United States after Musharraf pledged support for Washington in its campaign against alleged terrorist mastermind Osama bin Laden. The magazine also claims that ISI chief Lieutenant General Mahmood Ahmed resigned after Musharraf was informed of the operation. On Monday, Pakistan announced a major reshuffle of its senior army chiefs, claiming Ahmed had requested retirement. Lieutenant General Ehsanul Haq, a former director general of Military Intelligence, was appointed as his successor. The highly secretive ISI is known to have carried out extensive operations in Afghanistan where it helped to found, train and supply the hardline Taliban from 1994. The Taliban have come under US and British air attack since Sunday for their refusal to comply with international demands for the extradition of bin Laden.

To: stockman_scott who wrote (43125)	10/10/2001 10:03:30 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---10/17 CLOSE 26.70 AFTERHOURS 26.93 CREE---10/11 CLOSE 17.86 AFTERHOURS 17.80 CSCO---11/05 CLOSE 15.15 AFTERHOURS 15.20 ELON---10/11 CLOSE 13.49 AFTERHOURS 13.37 EMC---10/17 CLOSE 12.26 AFTERHOURS 12.35 GMST---11/12 CLOSE 18.90 AFTERHOURS 18.9404 INTC---10/16 CLOSE 23.06 AFTERHOURS 22.98 ITWO---10/16 CLOSE 5.97 AFTERHOURS 5.95 JDSU---10/25 CLOSE 7.49 AFTERHOURS 7.48 NTAP--- 11/13 CLOSE 9.24 AFTERHOURS 9.35 ORCL---12/17 CLOSE 14.29 AFTERHOURS 14.303 PMCS---10/18 CLOSE 13.95 AFTERHOURS 14.03 QCOM--- 11/06 CLOSE 44.90 AFTERHOURS 45.25 RMBS---10/16 CLOSE 8.39 AFTERHOURS 8.37 RNWK---10/16 CLOSE 5.53 AFTERHOUR 5.60 SEBL---10/17 CLOSE 18.68 AFTERHOURS 18.90 SNDK---10/17 CLOSE 12.10 AFTERHOURS 12.25 SSTI---10/15 CLOSE 6.28 AFTERHOURS 7.02 SUNW---10/18 CLOSE 9.09 AFTERHOURS 9.19 WIND---11/15 CLOSE 12.30 AFTERHOURS 11.96 The Watch & Wait Index consists of stocks that have some desireable 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 DATES------ COMPETITORS OCT 09 MOT-----ERICY, NOK, LU OCT 11 CREE–-----HWP ELON------ JNPR------NT OCT 15 SSTI------ ATML, INTC, SNDK NVLS------AMAT OCT 16 RMBS------MU INTC------TXN ITWO------ RNWK------APPL, MSFT, AOL IBM------HWP, CPQ, DELL OCT 17 EMC------NTAP BRCM------ LU, TXN SEBL------ SNDK------SSTI NEWP------VECO, COHR AOL------RNWK TXN------INTC, BRCM OCT 18 PMCS------ SUNW------ CPQ, IBM, MSFT ATML------SSTI MSFT------RNWK, SUNW NT------ADCT, CIEN, JNPR OCT 19 NOK------QCOM, MOT OCT 22 CPQ------HWP, IBM, DELL OCT 23 LU------BRCM, ERICY, JDSU, CSCO, CIEN OCT 25 JDSU------LU, NEWP OCT 26 VECO------NEWP, AMAT ERICY------LU, MOT, NOK OCT 31 COHR------NEWP NOV 5 CSCO------LU NOV 6 QCOM------ ERICY, MOT, NOK NOV 12 GMST------ HWP------IBM, CPQ NOV 13 NTAP------SUNW, EMC PLUS------ITWO NOV 14 AMAT------JDSU. NVLS NOV 15 WIND------MSFT DELL------CPQ, HWP NOV 26 BRCD------SUNW, MCDTA ADCT------CSCO, NT DEC 6 CIEN------ADCT, LU, CSCO DEC 17 ORCL------ MU------RMBS