To: Dealer who wrote (10250 ) 3/31/2000 10:51:00 PM From: Dealer 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..........149 15/16..........149 3/4 JDSU............120 9/16............122 1/2 SEBL............119 7/16............119 GMST...........86.......................86 The following Stocks are on the Gorrilla and King Watchlist SYMBOL.......CLOSE.......AFTERHOURS ELON............65.......................65 5/8 CREE...........112 7/8................111 RNWK..........56 15/16.............57 1/8 WIND..........36 1/4..................39 ****************************************************************************** Voltaire Says Keep Your Eye On This Stock-----------LPTHA.........44 1/8.............44 9/16 ****************************************************************************** The following have been suggested by posters on this board. GMGC....................8 15/16..........9 5/8.........................brought to the board by wstera 02.(see below) A.............................104................114..............brought to the board by SOROS 3/9/00 RADN.....................26 11/16........26 3/4......... was suggested by Scott Stockman TERN......................205...............202...................... For "Voltaire's Cover Call Strategy 101" see Post # 9490