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

To: Sully- who wrote (43793)	11/1/2001 7:26:37 PM
From: elpolvo	Read Replies (2) \| Respond to of 65232

tim- apparently we disagree. that's ok dude. i grew up in gallup and know friends whose parents and grandparents were imprisoned at camps during WWII solely because they were of japanese heritage. letters and feelings like the one posted are the first steps toward letting that occur again. most of us aren't as intelligent and capable of such unbiased discernment as you are, my friend. i didn't write or post that letter. there was a request as to what we thought of it. if you liked it, tell the writer or the poster, don't tell me. allow me my opinion, as i allow you yours. thanks. you may now have the last word. i will keep my mouth shut and not reply again. namaste -polvo

To: Sully- who wrote (43793)	11/1/2001 10:45:31 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 37.33 AFTERHOURS 37.10 CREE---10/11 CLOSE 19.10 AFTERHOURS 19.10 CSCO---11/05 CLOSE 17.66 AFTERHOURS 17.52 ELON---10/11 CLOSE 14.15 AFTERHOURS 14.19 EMC---10/17 CLOSE 13.03 AFTERHOURS 13.05 GMST---11/12 CLOSE 20.64 AFTERHOURS 20.25 INTC---10/16 CLOSE 25.94 AFTERHOURS 25.80 ITWO---10/16 CLOSE 4.99 AFTERHOURS 4.85 JDSU---10/25 CLOSE 8.42 AFTERHOURS 8.37 NTAP--- 11/13 CLOSE 15.72 AFTERHOURS 15.69 ORCL---12/17 CLOSE 14.17 AFTERHOURS 14.07 PMCS---10/18 CLOSE 17.15 AFTERHOURS 17.08 QCOM--- 11/06 CLOSE 51.63 AFTERHOURS 51.30 RMBS---10/16 CLOSE 8.31 AFTERHOURS 8.33 RNWK---10/16 CLOSE 5.57 AFTERHOUR 5.511 SEBL---10/17 CLOSE 17.68 AFTERHOURS 17.55 SNDK---10/17 CLOSE 11.26 AFTERHOURS 11.00 SSTI---10/15 CLOSE 9.47 AFTERHOURS 9.47 SUNW---10/18 CLOSE 10.84 AFTERHOURS 10.77 WIND---11/15 CLOSE 15.24 AFTERHOURS 15.20 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

To: Sully- who wrote (43793)	11/3/2001 11:56:49 AM
From: RR	Read Replies (1) \| Respond to of 65232

Good points, Tim. There is a new generation of haters out there, some raised to believe the Americans are anti-Islam arrogant imperialists. Complex issues, but basic in nature, and pragmatic. If my parents' generation had sat on their butts, kissing ass, wringing their hands, scared to defend themselves about 60 years ago, we'd all be speaking German right now. Hate to say it this way, but if you are under attack and someone is trying to kill you, then you best defend yourself and try to kill him first. We have foreigners in America that have come to live, work and gain the benefits and assistance of being here, i.e., government assistance, education, financial, health/medical. They are better off here than anywhere else in the world. America is good to them. I don't think it's unreasonable for us to expect them to now show at least some support, to do a little part towards standing up to say they condemn what has happened to our Country, and to defend our actions to protect ourselves. RR