To: T L Comiskey who wrote (9570 ) 3/28/2000 8:58:00 PM From: Dealer Read Replies (1) | Respond to of 35685
AFTER HOURS QUOTE 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 SYMBOL.......CLOSE.......AFTERHOURS QCOM..........154 13/16..........157 17/32 JDSU............129 1/16............129 5/8 SEBL............137 1/2..............137 1/2 GMST...........90 15/16.............91 The following Stocks are on the Gorrilla and King Watchlist SYMBOL.......CLOSE.......AFTERHOURS ELON............80 7/8.................81 1/16 CREE............154 1/4...............155 3/4 RNWK..........68 15/64..............70 WIND...........52 1/4..................52 3/16 ****************************************************************************** Voltaire Says Keep Your Eye On This Stock-----------LPTHA.........46 3/16.............46 1/4 ****************************************************************************** The following have been suggested by posters on this board. GMGC..........12 1/8.................12 1/8.......................brought to the board by wstera 02.(see below) A...................119 1/8................119 1/8....................brought to the board by SOROS 3/9/00 RADN...........26 1/2..................26 5/8..................... was suggested by Scott Stockman TERN............236 7/8................233.......................... For "Voltaire's Cover Call Strategy 101" see Post # 9490