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To: jazzcat2000 who wrote (13602)	4/14/2000 10:43:00 PM
From: Dealer	Respond to of 35685

AFTERHOURS QUOTES---&----EARNINGS RELEASE 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 SYMBOL.......CLOSE.......AFTERHOURS QCOM..........105 3/16...........105 7/8 JDSU.............79 5/8?...........78 SEBL..........?86 9/16............85 5/8 Earnin? Apr. 18 & they will be great. Per mtnlady GMST...........41 1/8...................42 3/8 The following Stocks are on the Gorrilla and King Watchlist SYMBOL.......CLOSE.......AFTERHOURS ELON............31 19/64............31 CREE............89????........89 RNWK..........30 9/16?...........30 1/8 Earnings April 18th after closing WIND...........29 1/2?.............30 1/8 For "Voltaire's Cover Call Strategy 101" see Post # 9490 EARNING RELEASE DATES: QCOM: APRIL 18 JDSU APRIL 25 SEBL APRIL 18 earnings will be great per mtnlady GMST ELON APRIL 27 CREE APRIL 13 RNWK APRIL 18 WIND LPTHA GMGC MAY 3 SNDK APRIL 19 TERN APRIL 11 IARC

To: jazzcat2000 who wrote (13602)	4/15/2000 12:48:00 AM
From: EepOpp	Read Replies (1) \| Respond to of 35685

no problem about the late reply, jazzcat. Given what's happened these past few weeks, i'm surprised you even remember. thanks for the info. Atlhough those companies might be on the forefront of superconductor technology, i'd be somewhat cautious of them. I believe ISCO has convertible notes that can be excercised at 25 cents a share. Message 12991360 also, SCON apparently had a weird program where you would get a certain number of SCON shares for every filter you purchase with them. Meaning they're practically paying you to buy their products. I can't find the actual post showing this but i have found one that has a comment on it. Message 12999921 Gilder is probably right about the technology but i'm not so sure about the companies. I can't imagine that every company he recommends has management as savvy as QCOM's. Again, I did only a cursory check so i could be completely wrong about all this. good luck in any case. EepOpp