A F T E R H O U R S .. Q U O T E S & EARNINGS REPORT DATES
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
CSCO
CLOSE 19 3/4
AFTERHOURS 19.87
GMST
CLOSE 28 15/16
AFTERHOURS 29
INTC
CLOSE 28 11/16
AFTERHOURS 28.8125
JDSU
CLOSE 25 7/16
AFTERHOURS 25.375
NTAP
CLOSE 22 31/64
AFERHOURS 22.5312
QCOM
CLOSE 56 7/8
AFTERHOURS 56.9375
SEBL
CLOSE 31 51/64
AFTERHOURS 32.35
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 37 7/8
AFTERHOURS 38
CREE
CLOSE 15.82
AFTERHOURS 16
ELON
CLOSE 15 1/2
AFTERHOURS 115.5625
ITWO
CLOSE 16 5/16
AFTERHOURS 16.46
PMCS
CLOSE 37 43/64
AFTERHOURS 37.50
RMBS
CLOSE 22.95
AFTERHOURS 23.75
RNWK
CLOSE 6 23/32
AFTERHOUR 6.75
SNDK
CLOSE 22 7/16
AFTERHOURS 22.4375
WIND
CLOSE 22 13/16
AFTERHOURS 25.9375
"Voltaire's Cover Call Strategy 101" see Post # 9490
Post #'s of Recent Cover Call Strategy Discussions
From recent discussions--August 16,17 and 18, 2000 see post #31425 updated 8/31/00 |
