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Non-Tech : The Critical Investing Workshop

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To: jeremy_atticus who wrote (12563)	4/13/2000 10:28:00 PM
From: Dealer	Read Replies (1) of 35685

AFTERHOURS QUOTES---&----EARNINGS RELEASE 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 SYMBOL.......CLOSE.......AFTERHOURS QCOM..........126 1/2............126 3/8 JDSU.............92 5/16...........91 1/2 SEBL............105 15/16.........104 GMST...........39 13/16............40 1/8 The following Stocks are on the Gorrilla and King Watchlist SYMBOL.......CLOSE.......AFTERHOURS ELON............40?..............40 1/2 CREE............103?..........108 RNWK..........32 1/2..........33 5/8 Earnings April 18th after closing WIND...........33 1/2...........33 7/16 For "Voltaire's Cover Call Strategy 101" see Post # 9490 EARNING RELEASE DATES: QCOM: APRIL 18 JDSU APRIL 25 SEBL APRIL 10 GMST ELON APRIL 27 CREE APRIL 13 RNWK APRIL 18 WIND GMGC MAY 3 SNDK APRIL 19 TERN APRIL 11 IARC

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