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

To: stockman_scott who wrote (46364)	1/14/2002 8:10:46 PM
From: Dealer	Respond to of 65232

A F T E R H O U R S .. Q U O T E S & EARNINGS RELESE 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 CLOSE 47.98 AFTERHOURS 47.80 CREE CLOSE 21.31 AFTERHOURS 21.40 CSCO CLOSE 19.63 AFTERHOURS 19.69 ELON CLOSE 13.26 AFTERHOURS 13.01 EMC CLOSE 16.09 AFTERHOURS 16.12 GMST CLOSE 22.50 AFTERHOURS 22.46 INTC CLOSE 34.84 AFTERHOURS 34.99 ITWO CLOSE 8.13 AFTERHOURS 8.13 JDSU CLOSE 8.68 AFTERHOURS 8.63 NTAP CLOSE 20.13 AFTERHOURS 20.08 ORCL CLOSE 16.39 AFTERHOURS 16.44 PMCS CLOSE 22.36 AFTERHOURS 22.36 QCOM CLOSE 47.15 AFTERHOURS 47.15 RBAK CLOSE 6.19 AFTERHOURS 6.06 RMBS CLOSE 8.99 AFTERHOURS 8.67 RNWK CLOSE 7.79 AFTERHOUR 7.08 SEBL CLOSE 34.15 AFTERHOURS 34.05 SNDK CLOSE 14.45 AFTERHOURS 14.71 SSTI CLOSE 9.78 AFTERHOURS 9.45 SUNW CLOSE 13.06 AFTERHOURS 13.05 WIND CLOSE 19.20 AFTERHOURS 18.90 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. Jan 19 CREE RMBS Jan 15 INTC JNPR Jan 16 AAPL AMD CPQ RBAK Jan 17 ELON IBM NT Jan 18 SUNW Jan 22 EMLX MOT Jan 23 BRCM SNDK SEBL Jan 24 PMCS QCOM JDSU Jan 29 INSP NEWP RNWK Jan 31 IMNY Feb 6 CSCO

To: stockman_scott who wrote (46364)	1/15/2002 10:00:57 AM
From: Jim Willie CB	Read Replies (4) \| Respond to of 65232

an event not factored: Launch of Euro is March1st even the Russian Mafia is likely to convert from USdollar to Euro that E500 currency note gonna be attractive big question: will OPEC demand oil denominated in Euro ??? if so, then like a punitive tax on US economy I think they will do exactly that the USDollar is about to embark on a gradual slide at first it will be welcomed our exporters will be anxious to see the effect on pricing over time, it will have corrosive effect on stocks / Jim