Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dealer who wrote (43245)	10/12/2001 8:29:46 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 31.80 AFTERHOURS 31.41 CREE---10/11 CLOSE 18.75 AFTERHOURS 18.69 CSCO---11/05 CLOSE 16.95 AFTERHOURS 16.80 ELON---10/11 CLOSE 16.17 AFTERHOURS 16.17 EMC---10/17 CLOSE 12.81 AFTERHOURS 12.79 GMST---11/12 CLOSE 22.81 AFTERHOURS 23.005 INTC---10/16 CLOSE 25.02 AFTERHOURS 24.70 ITWO---10/16 CLOSE 5.86 AFTERHOURS 5.85 JDSU---10/25 CLOSE 9.04 AFTERHOURS 8.88 NTAP--- 11/13 CLOSE 11.66 AFTERHOURS 11.49 ORCL---12/17 CLOSE 14.94 AFTERHOURS 14.87 PMCS---10/18 CLOSE 18.80 AFTERHOURS 18.04 QCOM--- 11/06 CLOSE 49.50 AFTERHOURS 49.17 RMBS---10/16 CLOSE 9.49 AFTERHOURS 9.51 RNWK---10/16 CLOSE 5.94 AFTERHOUR 5.90 SEBL---10/17 CLOSE 20.02 AFTERHOURS 19.96 SNDK---10/17 CLOSE 13.30 AFTERHOURS 13.15 SSTI---10/15 CLOSE 8.82 AFTERHOURS 8.60 SUNW---10/18 CLOSE 10.04 AFTERHOURS 9.93 WIND---11/15 CLOSE 14.56 AFTERHOURS 14.65 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 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