VOLTAIRE'S PORCH-MODERATED Message Board

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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (40636)	8/27/2001 8:20:02 PM
From: Dealer	Read Replies (1) of 65232

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 ()or the Gorilla and King Watchlist SYMBOL---EARNINGS DATE BRCM---7/18 CLOSE 35.99 AFTERHOURS 36.10 CREE---7/11 CLOSE 23.20 AFTERHOURS 23.00 CSCO---8/7 CLOSE 18.01 AFTERHOURS 18.05 ELON---7/19 CLOSE 17.31 AFTERHOURS 17.30 EMC---7/19 CLOSE 17.49 AFTERHOURS 17.48 GMST---8/13 CLOSE 33.03 AFTERHOURS 32.63 INTC---7/17 CLOSE 29.15 AFTERHOURS 29.12 ITWO---7/18 CLOSE 7.77 AFTERHOURS 7.78 JDSU---7/24 CLOSE 7.67 AFTERHOURS 7.71 NTAP--- 8/14 CLOSE 13.75 AFTERHOURS 13.68 ORCL---6/18 CLOSE 14.93 AFTERHOURS 15.04 PMCS--- 7/19 CLOSE 34.34 AFTERHOURS 34.19 QCOM--- 7/25 CLOSE 64.97 AFTERHOURS 64.71 RMBS---7/12 CLOSE 7.37 AFTERHOURS 7.73 RNWK---7/17 CLOSE 7.22 AFTERHOUR 7.26 SEBL---7/18 CLOSE 24.04 AFTERHOURS 24.00 SNDK---7/18 CLOSE 21.68 AFTERHOURS 21.68 SSTI---7/12 CLOSE 9.24 AFTERHOURS 9.24 SUNW---7/19 CLOSE 14.50 AFTERHOURS 14.48 WIND---8/16 CLOSE 15.41 AFTERHOURS 15.41 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.

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