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

To: Dalin who wrote (44591)	11/29/2001 11:53:23 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 46.03 AFTERHOURS 45.79 CREE---10/11 CLOSE 24.57 AFTERHOURS 24.58 CSCO---11/05 CLOSE 19.89 AFTERHOURS 19.80 ELON---10/11 CLOSE 14.92 AFTERHOURS 14.70 EMC---10/17 CLOSE 17.10 AFTERHOURS 17.15 GMST---11/12 CLOSE 26.06 AFTERHOURS 25.75 INTC---10/16 CLOSE 32.32 AFTERHOURS 32.05 ITWO---10/16 CLOSE 6.14 AFTERHOURS 6.06 JDSU---10/25 CLOSE 10.42 AFTERHOURS 10.38 NTAP--- 11/13 CLOSE 15.50 AFTERHOURS 15.43 ORCL---12/17 CLOSE 14.19 AFTERHOURS 14.20 PMCS---10/18 CLOSE 23.02 AFTERHOURS 22.76 QCOM--- 11/06 CLOSE 58.42 AFTERHOURS 58.17 RMBS---10/16 CLOSE 8.90 AFTERHOURS 8.78 RNWK---10/16 CLOSE 6.55 AFTERHOUR 6.45 SEBL---10/17 CLOSE 23.96 AFTERHOURS 23.70 SNDK---10/17 CLOSE 14.85 AFTERHOURS 14.77 SSTI---10/15 CLOSE 12.96 AFTERHOURS 12.96 SUNW---10/18 CLOSE 13.81 AFTERHOURS 13.75 WIND---11/15 CLOSE 17.90 AFTERHOURS 17.65 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: Dalin who wrote (44591)	11/30/2001 12:08:27 AM
From: RR	Respond to of 65232

Well, Captain Ramblin, this is the year you need to get back on the slopes! Don't get too rusty! Or, maybe you just need to get in the hot tub on the deck, with a nice toddy in hand, soft snow coming down, and enjoy the scenery! RR

To: Dalin who wrote (44591)	11/30/2001 8:59:27 PM
From: stockman_scott	Respond to of 65232

CBS NEWS VETERAN CALLED 'TRAITOR'; WRITES BOOK EXPOSING ELITE BIAS World Exclusive In the first defection of its kind, a 28-year veteran of CBS NEWS has written a tell-all book which names names and exposes elite media bias and slanted coverage of events. The DRUDGE REPORT has obtained the first copy of BIAS, A CBS INSIDER EXPOSES HOW THE MEDIA DISTORT THE NEWS -- an explosive new work by CBS NEWS veteran Bernard Goldberg. The book set for release in January, presents an unprecedented blueprint of media bias as documented by an insider. "Bernie Goldberg is a G-ddamn traitor," a CBS NEWS executive said late Friday. "The book is trash written by a bitter man who is now determined to settle a score." Anchorman Rather is described as being in a state of "fury" at Goldberg's pending tell-all. drudgereport.com