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To: Dealer who wrote (9402)	3/27/2000 8:53:00 PM
From: Dealer	Respond to of 35685

AFTER HOURS TRADES: Voltaire's Porch Basket of Stocks These Stock HaveNot 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 SYMBOL.......CLOSE.......AFTERHOURS QCOM..........148 15/16..........149 JDSU............128 3/4..............129 SEBL............145 1/16............145 1/2 GMST..........95 3/4.................95 13/16 5 trades last hour from 95 3/4 to 100 The following Stocks are on the Gorrilla and King Watchlist SYMBOL.......CLOSE.......AFTERHOURS ELON............85 3/8................84 5/8 CREE............160 9/16............162 1/2 RNWK...........72 5/8...............72 1/2 WIND............51 15/16...........52 15/16 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. **************************************************************************** Voltaire Says Keep Your Eye On This Stock-----------LPTHA.........52 47/64.............52 3/4 **************************************************************************** The following have been suggested by posters on this board. GMGC..........13 5/16...............13 1/4.........brought to the board by wstera 02.(see below) A...................114 1/4...............114.............brought to the board by SOROS 3/9/00 RADN...........28 7/8.................28 7/8........ was suggested by Scott Stockman TERN............216 5/8...............217 1/2...... Don't know who brought this to the board For "Voltaire's Cover Call Strategy 101" see Post 9220#