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

To: BirdDog who wrote (44055)	11/7/2001 9:50:04 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 40.75 AFTERHOURS 40.91 CREE---10/11 CLOSE 21.37 AFTERHOURS 21.40 CSCO---11/05 CLOSE 18.93 AFTERHOURS 19.00 ELON---10/11 CLOSE 13.93 AFTERHOURS 13.77 EMC---10/17 CLOSE 15.02 AFTERHOURS 15.05 GMST---11/12 CLOSE 21.63 AFTERHOURS 21.63 INTC---10/16 CLOSE 28.29 AFTERHOURS 28.48 ITWO---10/16 CLOSE 6.42 AFTERHOURS 6.42 JDSU---10/25 CLOSE 9.05 AFTERHOURS 9.09 NTAP--- 11/13 CLOSE 16.57 AFTERHOURS 16.75 ORCL---12/17 CLOSE 15.58 AFTERHOURS 15.55 PMCS---10/18 CLOSE 18.75 AFTERHOURS 18.74 QCOM--- 11/06 CLOSE 55.11 AFTERHOURS 55.30 RMBS---10/16 CLOSE 8.85 AFTERHOURS 9.13 RNWK---10/16 CLOSE 6.70 AFTERHOUR 6.65 SEBL---10/17 CLOSE 22.19 AFTERHOURS 22.46 SNDK---10/17 CLOSE 10.32 AFTERHOURS 10.32 SSTI---10/15 CLOSE 12.35 AFTERHOURS 12.02 SUNW---10/18 CLOSE 12.59 AFTERHOURS 12.58 WIND---11/15 CLOSE 15.10 AFTERHOURS 15.10 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 13 CIEN------ADCT, LU, CSCO DEC 17 ORCL------ MU------RMBS

To: BirdDog who wrote (44055)	11/8/2001 8:08:38 AM
From: Sully-	Read Replies (1) \| Respond to of 65232

FTSE 100 keeps slim gains after BoE rate cut LONDON, Nov 8 (Reuters) - Britain's FTSE 100 index held onto slim gains at midday on Thursday after a 50-basis point interest rate cut by the Bank of England, a larger cut than most economists had expected. The benchmark index was up 22.9 points or 0.44 percent to 5,239.2 by 1215 GMT, little changed from the level before the cut and testing resistance at 5,250 after six days of gains which have taken the index to two-month highs. ``A quarter point had been expected and people had been hoping for half a point, so in that regard it's good news. But it means we're unlikely to get another one next month,'' one dealer said. The Bank of England cut its benchmark repo rate to a 37-year low of 4.0 percent, in a bid to insulate the country from the threat of global recession, after a half-point rate cut by the U.S. Federal Reserve. Industry leaders had called on the MPC to cut rates by a half-point but most economists had expected a more cautious quarter-point move. The market was now waiting to see whether the European Central Bank would follow suit with a rate cut later in the day. Shell (quote from Yahoo! UK & Ireland: SHEL.L) rose 1.7 percent, BP (quote from Yahoo! UK & Ireland: BP.L) added 1.2 percent and the sector delivered 10 points of index upside, helped by a sharp rise in crude prices after Saudi Arabia said OPEC could easily make a bigger-than-expected supply cut. British Telecom (quote from Yahoo! UK & Ireland: BT.L) fell 3.3 percent after reporting a fall in second-quarter earnings and saying Finance Director Philip Hampton would leave next year, raising fears about a leadership vacuum.