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

To: stockman_scott who wrote (47515)	2/6/2002 7:54:22 PM
From: Cactus Jack	Read Replies (6) \| Respond to of 65232

Scott, Message 17024968 Things will get very interesting if CSCO's accounting is called into question. The wrote off hundreds of millions of dollars of inventory last year as worthless, then sold that "worthless" stuff this year with the money going entirely to the bottom line. "Pro forma" is going to be a dirty expression for some time. jpgill

To: stockman_scott who wrote (47515)	2/6/2002 8:20:23 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 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 40.00 AFTERHOURS 38.65 CREE CLOSE 14.15 AFTERHOURS 14.50 CSCO CLOSE 18.61 AFTERHOURS 17.69 ELON CLOSE 18.12 AFTERHOURS 18.12 EMC CLOSE 14.50 AFTERHOURS 14.15 GMST CLOSE 16.41 AFTERHOURS 16.10 INTC CLOSE 32.92 AFTERHOURS 32.50 ITWO CLOSE 6.09 AFTERHOURS 5.97 JDSU CLOSE 6.26 AFTERHOURS 6.18 NTAP CLOSE 16,61 AFTERHOURS 15.81 ORCL CLOSE 16.04 AFTERHOURS 15.65 PMCS CLOSE 21.73 AFTERHOURS 20.70 QCOM CLOSE 40.60 AFTERHOURS 39.80 RBAK CLOSE 4.35 AFTERHOURS 4.16 RMBS CLOSE 6.21 AFTERHOURS 6.25 RNWK CLOSE 6.16 AFTERHOUR 6.16 SEBL CLOSE 32.81 AFTERHOURS 32.50 SNDK CLOSE 14.30 AFTERHOURS 14.00 SSTI CLOSE 6.52 AFTERHOURS 6.50 SUNW CLOSE 9.58 AFTERHOURS 9.48 WIND CLOSE 16.90 AFTERHOURS 16.90 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.