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

To: RR who wrote (47343)	2/2/2002 12:46:48 AM
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 42.23 AFTERHOURS 42.30 CREE CLOSE 18.62 AFTERHOURS 18.30 CSCO CLOSE 19.21 AFTERHOURS 19.23 ELON CLOSE 19.74 AFTERHOURS 19.76 EMC CLOSE 15.80 AFTERHOURS 15.80 GMST CLOSE 18.13 AFTERHOURS 18.15 INTC CLOSE 34.67 AFTERHOURS 34.71 ITWO CLOSE 7.51 AFTERHOURS 7.53 JDSU CLOSE 6.99 AFTERHOURS 7.06 NTAP CLOSE 17.90 AFTERHOURS 17.86 ORCL CLOSE 16.39 AFTERHOURS 16.47 PMCS CLOSE 23.31 AFTERHOURS 23.44 QCOM CLOSE 42.46 AFTERHOURS 42.23 RBAK CLOSE 4.89 AFTERHOURS 4.87 RMBS CLOSE 7.11 AFTERHOURS 7.11 RNWK CLOSE 6.87 AFTERHOUR 6.85 SEBL CLOSE 35.74 AFTERHOURS 35.93 SNDK CLOSE 15.29 AFTERHOURS 15.64 SSTI CLOSE 8.41 AFTERHOURS 8.41 SUNW CLOSE 10.37 AFTERHOURS 10.32 WIND CLOSE 18.05 AFTERHOURS 18.05 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: RR who wrote (47343)	2/4/2002 12:23:59 AM
From: stockman_scott	Read Replies (1) \| Respond to of 65232

My sister is so in love...and now she's engaged... Julie's the middle child and the only daughter in the family and we are all very happy for her. Her new finance (Jay) is truly outstanding -- he is a great influence on my sister and they bring out the best in each other. He's a planner, an organizer, and the son of some close family friends. My parents really like Jay and A BIG WEDDING is being planned for early September up in Holland, Michigan where we have our cottage. It will be a huge celebration for the family, friends and relatives...Jay and Julie are already providing my mother with lots of input. Yet, my mother has hired a professional consultant (who used to coordinate all of Herman Miller's corporate functions). My brother and I will be in the wedding BUT we don't have to worry about many of the details...=) Regards, Scott BTW, I just decided to fly out to Colorado to join my parents and my sister and her fiance for a weekend of skiing...We're visiting some family friends who have a place at Keystone. I'm flying in and out of Eagle Airport...Let me know if you're going to be in the area between the 8th and the 11th of February. This will be a quick trip and I may only be able to ski 2 days BUT it will be worth it...I have missed a couple of years of skiing due to some crazy work schedules and now I'm trying to make up for lost time...In March, my father and I are planning to go to Park City for some spring skiing...this should be a good season but I hope they get some more snow out west...=)