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Non-Tech : The Critical Investing Workshop

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To: Dealer who wrote (17897)5/9/2000 8:42:00 PM
From: Dealer  Read Replies (3) 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 105
AFTERHOURS 105 3/4

GMST
CLOSE 40 37/64
AFTERHOURS 40 1/2

JDSU
CLOSE 85 13/16
AFTERHOURS 86 1/4

SEBL
CLOSE 127 13/16
AFTERHOURS 127 5/8

NTAP
CLOSE 63 7/16
AFTERHOURS 63 7/8

The following Stocks are on the Gorrilla and King Watchlist

BRCM
CLOSE 161 15/16
AFTERHOURS 162 1/4

CREE
CLOSE 124 1/4
AFTERHOURS 127 1/2

ELON
CLOSE 31
AFTERHOURS 31

RNWK
CLOSE 37 3/4
AFTERHOURS 38 1/4

WIND
CLOSE 38 3/8
AFTERHOURS 38

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