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Non-Tech : The Critical Investing Workshop

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To: Voltaire who wrote (23476)6/23/2000 9:42:00 PM
From: Dealer  Read Replies (1) of 35685
 
AFTERHOUR 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 66 3/8
AFTERHOURS 67.57

GMST
CLOSE 46 1/16
AFTERHOURS 46

JDSU
CLOSE 123 7/16
AFTERHOURS 123.44

SEBL
CLOSE 145 1/8
AFTERHOURS 145.69

NTAP
CLOSE 76 15/16
AFTERHOURS 77.87

The following Stocks are on the Gorrilla and King Wait and Watchlist
The Watch & Wait Index consists of stocks that have some desireable characteristics but are not necessarily Gorillas or Kings - at least not yet. Most of them will not be, but they bear watching for that possibility. They are as follows:

BRCM
CLOSE 165 1/16
AFTERHOURS 166.25

CREE
CLOSE 159 1/2
AFTERHOURS 159.56

ELON
CLOSE 62
AFTERHOURS 61

PMSC CLOSE 186 13/16
AFTERHOURS 187.75

RNWK
CLOSE 42 9/16
AFTERHOURS 42.37

WIND
CLOSE 37 15/16
AFTERHOURS 37.75

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