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Non-Tech : The Critical Investing Workshop

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To: Dealer who wrote (19772)5/22/2000 8:18:00 PM
From: Dealer  Read Replies (1) 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 88 7/16
AFTERHOURS 87 1/2

GMST
CLOSE 45 1/2 AFTERHOURS 46

JDSU
CLOSE 85 5/16
AFTERHOURS 84

SEBL
CLOSE 113 1/4
AFTERHOURS 113 13/16

NTAP
CLOSE 65 1/16
AFTERHOURS 64 1/4

The following Stocks are on the Gorrilla and King Watchlist

BRCM
CLOSE 136 1/16
AFTERHOURS 136

CREE
CLOSE 117 1/2
AFTERHOURS 118

ELON
CLOSE 53
AFTERHOURS 53 5/16

RNWK
CLOSE 36 5/16
AFTERHOURS 37

WIND
CLOSE 35 1/8
AFTERHOURS 35

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