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

To: Dealer who wrote (45879)	1/7/2002 12:03:51 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 65232

methinks tech sector will be biggest 2002 diapptmt earnings simply will not appear with any strength overcapacity will continue to weigh it down world economy will not rebound as fast as USA heavy debt burden hurts also then by summer comes the rise in energy costs and possibly a Fed rate hike that will torpedo techs in the heart thanks, though, I will watch MCDT / jim

To: Dealer who wrote (45879)	1/7/2002 8:04:01 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 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 CLOSE 47.37 AFTERHOURS 47.59 CREE CLOSE 32.00 AFTERHOURS 32.94 CSCO CLOSE 20.53 AFTERHOURS 20.60 ELON CLOSE 15.64 AFTERHOURS 15.98 EMC CLOSE 16.60 AFTERHOURS 16.72 GMST CLOSE 23.99 AFTERHOURS 24.00 INTC CLOSE 35.27 AFTERHOURS 35.25 ITWO CLOSE 8.27 AFTERHOURS 8.39 JDSU CLOSE 9.71 AFTERHOURS 9.80 NTAP CLOSE 23.44 AFTERHOURS 23.69 ORCL CLOSE 15.49 AFTERHOURS 15.52 PMCS CLOSE 24.02 AFTERHOURS 24.21 QCOM CLOSE 47.20 AFTERHOURS 47.79 RMBS CLOSE 8.50 AFTERHOURS 8.56 RNWK CLOSE 6.05 AFTERHOUR 6.12 SEBL CLOSE 32.49 AFTERHOURS 32.52 SNDK CLOSE 15.56 AFTERHOURS 15.31 SSTI CLOSE 10.72 AFTERHOURS 10.65 SUNW CLOSE 13.61 AFTERHOURS 13.67 WIND CLOSE 18.38 AFTERHOURS 18.38 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.