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Non-Tech : The Critical Investing Workshop

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To: jeremy_atticus who wrote (14689)4/30/2000 8:30:00 PM
From: Dealer   of 35685
 
AFTERHOURS QUOTES

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

QCOM
CLOSE 108 7/16
AFTERHOURS 108 1/2

GMST
CLOSE 46 1/4
AFTERHOURS 46 7/16

JDSU
CLOSE 103 11/16
AFTERHOURS 103 7/8

SEBL
CLOSE 122 7/8
AFTERHOURS 122 1/8

NTAP
CLOSE 73 15/16
AFTERHOURS 73


The following Stocks are on the Gorrilla and King Watchlist
BRCM
CLOSE 172 3/8
AFTERHOURS 173 1/2

CREE
CLOSE 145 1/2
AFTERHOURS 143 9/16

ELON
CLOSE 32 9/16
AFTERHOURS 31 1/4

RNWK
CLOSE 47 5/8
AFTERHOURS 48 1/2

WIND
CLOSE 42 11/16
AFTERHOURS 42 1/2

For "Voltaire's Cover Call Strategy 101" see Post # 9490


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