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

To: Ex-INTCfan who wrote (44926)	12/8/2001 1:53:11 AM
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 45.56 AFTERHOURS 45.25 CREE---10/11 CLOSE 26.13 AFTERHOURS 26.35 CSCO---11/05 CLOSE 21.16 AFTERHOURS 21.20 ELON---10/11 CLOSE 13.97 AFTERHOURS 13.90 EMC---10/17 CLOSE 17.17 AFTERHOURS 17.05 GMST---11/12 CLOSE 29.67 AFTERHOURS 29.89 INTC---10/16 CLOSE 33.24 AFTERHOURS 33.30 ITWO---10/16 CLOSE 6.79 AFTERHOURS 6.85 JDSU---10/25 CLOSE 10.63 AFTERHOURS 10.48 NTAP--- 11/13 CLOSE 19.03 AFTERHOURS 19.10 ORCL---12/17 CLOSE 15.91 AFTERHOURS 15.89 PMCS---10/18 CLOSE 27.36 AFTERHOURS 27.70 QCOM--- 11/06 CLOSE 56.97 AFTERHOURS 57.25 RMBS---10/16 CLOSE 9.38 AFTERHOURS 9.39 RNWK---10/16 CLOSE 6.80 AFTERHOUR 6.82 SEBL---10/17 CLOSE 24.02 AFTERHOURS 24.15 SNDK---10/17 CLOSE 15.88 AFTERHOURS 15.94 SSTI---10/15 CLOSE 14.02 AFTERHOURS 14.00 SUNW---10/18 CLOSE 13.39 AFTERHOURS 13.42 WIND---11/15 CLOSE 18.30 AFTERHOURS 18.30 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: Ex-INTCfan who wrote (44926)	12/8/2001 12:06:05 PM
From: BirdDog	Read Replies (1) \| Respond to of 65232

Make sure you set those XP systems up with the NTSF file system. Not the fat32. It is the reliable one. It is why people have been upgrading to win2000 in the recent past. I know you have a choice with the XP Professional. Don't know if you have a choice with the "Home Edition"? BirdDog