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

To: stockman_scott who wrote (43477)	10/22/2001 7:20:40 PM
From: Ex-INTCfan	Read Replies (3) \| Respond to of 65232

Maybe we should change the thread to stockman_scott's porch-moderated. Thanks for a series of good posts. Ex-I

To: stockman_scott who wrote (43477)	10/22/2001 8:35:46 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---10/17 CLOSE 30.30 AFTERHOURS 30.45 CREE---10/11 CLOSE 16.48 AFTERHOURS 16.48 CSCO---11/05 CLOSE 16.83 AFTERHOURS 16.76 ELON---10/11 CLOSE 14.98 AFTERHOURS 14.98 EMC---10/17 CLOSE 12.19 AFTERHOURS 12.25 GMST---11/12 CLOSE 21.31 AFTERHOURS 21.41 INTC---10/16 CLOSE 25.30 AFTERHOURS 25.14 ITWO---10/16 CLOSE 4.39 AFTERHOURS 4.35 JDSU---10/25 CLOSE 8.35 AFTERHOURS 8.27 NTAP--- 11/13 CLOSE 11.26 AFTERHOURS 11.23 ORCL---12/17 CLOSE 14.95 AFTERHOURS 14.96 PMCS---10/18 CLOSE 15.62 AFTERHOURS 15.50 QCOM--- 11/06 CLOSE 48.33 AFTERHOURS 48.30 RMBS---10/16 CLOSE 9.67 AFTERHOURS 9.55 RNWK---10/16 CLOSE 6.38 AFTERHOUR 6.38 SEBL---10/17 CLOSE 17.37 AFTERHOURS 17.40 SNDK---10/17 CLOSE 11.69 AFTERHOURS 11.65 SSTI---10/15 CLOSE 8.72 AFTERHOURS 8.71 SUNW---10/18 CLOSE 8.83 AFTERHOURS 8.82 WIND---11/15 CLOSE 14.95 AFTERHOURS 14.94 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