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Non-Tech : The Critical Investing Workshop

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To: elpolvo who wrote (19098)5/17/2000 8:31:00 PM
From: elpolvo  Read Replies (2) of 35685
 
AFTERHOURS QUOTES
Voltaire's Porch Basket of Stocks

These Stocks Have Not Been Picked By Any One Individual

GORILLA--A company that controls it's 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. These are the stocks that are discussed most often on the porch and one or more are in most porcher's portfolios.

The following Stocks are on the Gorilla and King Index

QCOM
CLOSE 103 5/32
AFTERHOURS 103 7/8 (Last trade on The Island ECN)

GMST
CLOSE 46 13/16
AFTERHOURS 46 13/16 (Last trade on The Island ECN)

JDSU
CLOSE 92 1/2
AFTERHOURS 92 1/2 (Last trade on The Island ECN)

SEBL
CLOSE 137 13/16
AFTERHOURS 137 5/16 (Last trade on The Island ECN)

NTAP
CLOSE 68 3/4
AFTERHOURS 69 3/8 (Last trade on The Island ECN)

The following Stocks are on the Gorilla and King Watchlist

BRCM
CLOSE 162 3/16
AFTERHOURS 162 1/2 (Last trade on The Island ECN)

CREE
CLOSE 134 3/8
AFTERHOURS 131 1/2 (Last trade on The Island ECN)

ELON
CLOSE 59 1/16
AFTERHOURS 59 1/8 (Last trade on The Island ECN)

RNWK
CLOSE 36 5/16
AFTERHOURS 36 1/2 (Last trade on The Island ECN)

WIND
CLOSE 38 3/4
AFTERHOURS 39 3/4 (Last trade on The Island ECN)

The Island ECN Inc. Java Island BookViewer:

island.com

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

Hurry back dealie!!!

love,

-polvie
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