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Non-Tech : The Critical Investing Workshop

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To: Voltaire who wrote (16328)4/25/2000 8:55:00 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..........104 15/16......104
JDSU.............93 5/16..........87 SEBL???.117 7/16??116 15/16 GMST...........42 1/8?........42 3/4
The following Stocks are on the Gorrilla and King Watchlist
SYMBOL.......CLOSE.......AFTERHOURS
ELON............33 15/16..........35
CREE............124 1/4....?...125 5/8 RNWK??..37 9/16..??.37 3/4
WIND...........41 1/2........?..41 5/8
For "Voltaire's Cover Call Strategy 101" see Post # 9490
EARNING RELEASE DATES:
QCOM: APRIL 18
JDSU APRIL 25
SEBL APRIL 18 earnings will be great per mtnlady
GMST
ELON APRIL 27
CREE APRIL 13
RNWK APRIL 18
WIND
LPTHA
GMGC MAY 3
SNDK APRIL 19
TERN APRIL 11
IARC
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