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Non-Tech : The Critical Investing Workshop

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To: Dealer who wrote (28270)	8/8/2000 8:24:30 PM
From: Dealer	Read Replies (1) of 35685

<font color=Red>AFTERHOURS QUOTES and The Earnings Announcement dates</FONT> NTAP Earnings 8/14 WIND Earnings 8/31 5:00 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 61 1/16 AFTERHOURS 61.75 GMST CLOSE 63 13/16 AFTERHOURS 64.35 JDSU CLOSE 119 7/8 AFTERHOURS 121.75 SEBL CLOSE 174 3/8 AFTERHOURS 175.75 NTAP CLOSE 91 11/16 AFTERHOURS 94 The following Stocks are on the Gorilla 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 241 3/4 AFTERHOURS 245 CREE CLOSE 104 1/2 AFTERHOURS 106.875 ELON CLOSE 40 AFTERHOURS 41 PMCS CLOSE 207 3/16 AFTERHOURS 207 RMBS----Voltaire’s Pick at this time CLOSE 73 7/16 AFTERHOURS 75.6875 RNWK CLOSE 42 17/32 AFTERHOURS 42.5312 WIND CLOSE 29 3/8 AFTERHOURS 30 For "Voltaire's Cover Call Strategy 101" see Post # 9490 Contest: “Which Stock Will Double?” link below Message 13523976

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