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

To: Murrey Walker who wrote (45259)	12/17/2001 8:05:10 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 43.47 AFTERHOURS 43.45 CREE---10/11 CLOSE 26.19 AFTERHOURS 27.32 CSCO---11/05 CLOSE 19.26 AFTERHOURS 19.30 ELON---10/11 CLOSE 12.79 AFTERHOURS 12.80 EMC---10/17 CLOSE 14.75 AFTERHOURS 14.70 GMST---11/12 CLOSE 27.00 AFTERHOURS 26.86 INTC---10/16 CLOSE 33.97 AFTERHOURS 34.00 ITWO---10/16 CLOSE 6.70 AFTERHOURS 6.79 JDSU---10/25 CLOSE 8.74 AFTERHOURS 8.73 NTAP--- 11/13 CLOSE 21.75 AFTERHOURS 21.64 ORCL---12/17 CLOSE 14.79 AFTERHOURS 14.80 PMCS---10/18 CLOSE 22.48 AFTERHOURS 22.70 QCOM--- 11/06 CLOSE 53.52 AFTERHOURS 53.75 RMBS---10/16 CLOSE 8.29 AFTERHOURS 8.30 RNWK---10/16 CLOSE 6.01 AFTERHOUR 6.01 SEBL---10/17 CLOSE 27.20 AFTERHOURS 27.72 SNDK---10/17 CLOSE 16.90 AFTERHOURS 16.97 SSTI---10/15 CLOSE 11.52 AFTERHOURS 11.69 SUNW---10/18 CLOSE 12.62 AFTERHOURS 12.76 WIND---11/15 CLOSE 18.04 AFTERHOURS 18.06 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: Murrey Walker who wrote (45259)	12/17/2001 8:08:19 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

I hear ya Murrey! I'll take some of ya snow. Send me that pretty white clean kind. I don't want the next day slush and ice....... Kinda picky ain't I? As a matter of a fact the last time I saw real snow was in Missouri.....St. Louis area, 25 years ago..... dealie

To: Murrey Walker who wrote (45259)	12/17/2001 9:15:29 PM
From: RR	Read Replies (3) \| Respond to of 65232

Hi Murrey! We usually get a couple of snowfalls. We get ice, too, which is worse of course. Last year at this time we had the bad ice storm. Power out for 4-5 weeks in some areas around here. Massive destruction. We spend quite a bit of time in Colorado, so the snow and cold doesn't bother the family. We're use to it and sort of like it, but the ice is a different story! Market.... closed the SUNW puts. Nice swing trade. Good profit for just just a few days. Rain finally cleared out here today. Take care my Friend. RR