To: Dealer who wrote (10019 ) 3/30/2000 8:39:00 PM From: Dealer Read Replies (2) | Respond to of 35685
AFTER HOUR QUOTES 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..........145 15/64..........146 1/2 JDSU............116 1/4...............116 3/8 SEBL............114 1/2..............114 1/2 GMST..........80.......................80 3/16 The following Stocks are on the Gorrilla and King Watchlist SYMBOL.......CLOSE.......AFTERHOURS ELON............69.......................69 1/2 CREE...........123......................124 RNWK..........59 13/16..............59 11/16 WIND..........41 7/8...................42 5/8 ****************************************************************************** Voltaire Says Keep Your Eye On This Stock-----------LPTHA.........41 5/16.............40 1/8 ****************************************************************************** The following have been suggested by posters on this board. GMGC............9 15/16..........9 5/8.........................brought to the board by wstera 02.(see below) A.............................105................115..............brought to the board by SOROS 3/9/00 RADN.....................22..................21 3/4......... was suggested by Scott Stockman TERN......................211 3/4..........212 1/2...................... For "Voltaire's Cover Call Strategy 101" see Post # 9490