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Non-Tech : The Critical Investing Workshop

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To: Dealer who wrote (17440)5/3/2000 8:33:00 PM
From: Dealer  Read Replies (2) 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 110 15/16
AFTERHOURS 111 5/8

GMST
CLOSE 41 11/16
AFTERHOURS 42 3/16

JDSU
CLOSE 94 3/4
AFTERHOURS 95 1/8

SEBL
CLOSE 120 1/2
AFTERHOURS 120 1/2

NTAP
CLOSE 66 3/4
AFTERHOURS 67 1/16

The following Stocks are on the Gorrilla and King Watchlist

BRCM
CLOSE 175 15/16
AFTERHOURS 178 15/32

CREE
CLOSE 129 43/64
AFTERHOURS 129

ELON
CLOSE 31 1/2
AFTERHOURS 31 15/16

RNWK
CLOSE 44 3/4
AFTERHOURS 44 3/4

WIND
CLOSE 39
AFTERHOURS 38 1/2

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