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

To: stockman_scott who wrote (47819)	2/19/2002 3:54:23 PM
From: Mannie	Read Replies (2) \| Respond to of 65232

Da Lat Water Project update... Here is an update on our well drilling project in Vietnam. These are pictures from the village. Kind of sad pictures...but things are getting better. For some reason, Mr Hung (my contact in Vietnam) has not gotten any of my emails from the last week or so, in which I gave him the go ahead to drill the wells. The villagers are desperate for water, so they are attempting to hand dig a well......long story short, I was able to get through to Mr. Hung last night, via phone. I told him to get drilling ASAP......he was very happy and says thank you to everyone who is helping them out. They should be drilling the first well very soon. photo.net photo.net Thank you very much to everyone that is helping us to do some good. This is the first of 3 wells we hope to build, if anyone wishes to pitch in, contributions are much appreciated. Da Lat Water Project c/o Scott Mantz 2001 Westlake Avenue N. #21 Seattle, WA 98109 Thank you, Scott

To: stockman_scott who wrote (47819)	2/19/2002 8:17:11 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 34.31 AFTERHOURS 34.49 CREE CLOSE 14.20 AFTERHOURS 14.94 CSCO CLOSE 16.81 AFTERHOURS 16.85 ELON CLOSE 18.85 AFTERHOURS 18.01 EMC CLOSE 13.25 AFTERHOURS 13.04 GMST CLOSE 17.31 AFTERHOURS 18.60 INTC CLOSE 31.34 AFTERHOURS 31.38 ITWO CLOSE 5.17 AFTERHOURS 5.30 JDSU CLOSE 5.89 AFTERHOURS 5.88 NTAP CLOSE 17.29 AFTERHOURS 17.36 ORCL CLOSE 14.79 AFTERHOURS 14.80 PMCS CLOSE 18.92 AFTERHOURS 19.10 QCOM CLOSE 37.72 AFTERHOURS 37.79 RBAK CLOSE 3.75 AFTERHOURS 3.76 RMBS CLOSE 5.93 AFTERHOURS 5.90 RNWK CLOSE 5.72 AFTERHOUR 5.141 SEBL CLOSE 31.90 AFTERHOURS 31.92 SNDK CLOSE 14.66 AFTERHOURS 14.67 SSTI CLOSE 7.95 AFTERHOURS 8.08 SUNW CLOSE 8.33 AFTERHOURS 8.44 WIND CLOSE 15.59 AFTERHOURS 15.72 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.