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

To: stockman_scott who wrote (44534)	11/28/2001 10:14:39 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 46.95 AFTERHOURS 46.95 CREE---10/11 CLOSE 23.57 AFTERHOURS 23.57 CSCO---11/05 CLOSE 18.88 AFTERHOURS18.88 ELON---10/11 CLOSE 16.40 AFTERHOURS16.40 EMC---10/17 CLOSE 16.69 AFTERHOURS 16.69 GMST---11/12 CLOSE 26.34 AFTERHOURS 26.34 INTC---10/16 CLOSE 31.76 AFTERHOURS 31.76 ITWO---10/16 CLOSE 6.01 AFTERHOURS 6.01 JDSU---10/25 CLOSE 10.11 AFTERHOURS 10.11 NTAP--- 11/13 CLOSE 14.67 AFTERHOURS 14.67 ORCL---12/17 CLOSE 14.12 AFTERHOURS 14.12 PMCS---10/18 CLOSE 21.82 AFTERHOURS 21.82 QCOM--- 11/06 CLOSE 57.29 AFTERHOURS 57.29 RMBS---10/16 CLOSE 8.86 AFTERHOURS 8.86 RNWK---10/16 CLOSE 6.44 AFTERHOUR 6.44 SEBL---10/17 CLOSE 22.48 AFTERHOURS 22.48 SNDK---10/17 CLOSE 12.51 AFTERHOURS 12.51 SSTI---10/15 CLOSE 12.46 AFTERHOURS 12.46 SUNW---10/18 CLOSE 13.16 AFTERHOURS 13.16 WIND---11/15 CLOSE 17.52 AFTERHOURS 17.52 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