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Non-Tech : The Critical Investing Workshop

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To: Dealer who wrote (24887)	7/10/2000 9:46:05 PM
From: Dealer	Read Replies (4) of 35685

AFTERHOURS QUOTES 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 63 11/16 AFTERHOURS 64 3/16 GMST CLOSE 63 1/4 AFTERHOURS 49 13/16 JDSU CLOSE 119 AFTERHOURS 120 SEBL CLOSE 153 1/2 AFTERHOURS 153 1/2 NTAP CLOSE 82 13/16 AFTERHOURS 83 The following Stocks are on the Gorrilla and King Wait and Watchlist The Watch & Wait Index consists of stocks that have some desirable 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 224 15/16 AFTERHOURS 225.968 CREE CLOSE 137 AFTERHOURS 137 ELON CLOSE 51 3/4 AFTERHOURS 52 PMSC CLOSE 193 3/16 AFTERHOURS 193.625 RNWK CLOSE 44 3/4 AFTERHOURS 44.50 WIND CLOSE 37 AFTERHOURS 37 For "Voltaire's Cover Call Strategy 101" see Post # 9490 QCOM earnings July 19 JDSU earnings out July 26 CREE earnings out July 27 SNDK earnings out July 17 RNWK earnings out July 25 SEBL earnings out July 17 WIND reported on 6/1 BRCM earnings out July 18 ELON earnings out on July 20 NTAP earnings date was May 18

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