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

To: Dealer who wrote (44436)	11/26/2001 8:01:29 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 49.99 AFTERHOURS 50.05 CREE---10/11 CLOSE 25.00 AFTERHOURS 25.00 CSCO---11/05 CLOSE 19.93 AFTERHOURS 19.93 ELON---10/11 CLOSE 18.49 AFTERHOURS 17.74 EMC---10/17 CLOSE 16.85 AFTERHOURS 17.00 GMST---11/12 CLOSE 27.81 AFTERHOURS 27.85 INTC---10/16 CLOSE 31.87 AFTERHOURS 31.85 ITWO---10/16 CLOSE 6.40 AFTERHOURS 6.35 JDSU---10/25 CLOSE 11.72 AFTERHOURS 11.71 NTAP--- 11/13 CLOSE 16.16 AFTERHOURS 16.22 ORCL---12/17 CLOSE 14.74 AFTERHOURS 14.75 PMCS---10/18 CLOSE 23.24 AFTERHOURS 23.20 QCOM--- 11/06 CLOSE 60.40 AFTERHOURS 60.27 RMBS---10/16 CLOSE 10.09 AFTERHOURS 10.17 RNWK---10/16 CLOSE 7.19 AFTERHOUR 7.22 SEBL---10/17 CLOSE 24.80 AFTERHOURS 24.72 SNDK---10/17 CLOSE 13.47 AFTERHOURS 13.69 SSTI---10/15 CLOSE 12.76 AFTERHOURS 12.82 SUNW---10/18 CLOSE 13.30 AFTERHOURS 13.28 WIND---11/15 CLOSE 18.64 AFTERHOURS 18.64 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