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To: crdesign who wrote (15651)	4/21/2000 12:29:00 AM
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..........109 1/2........108 JDSU.............85 3/16......?.84 3/8 SEBL???.115 13/16?.115 GMST...........41 11/16........42 The following Stocks are on the Gorrilla and King Watchlist SYMBOL.......CLOSE.......AFTERHOURS ELON............35 3/4............29 « CREE???.119????119 RNWK??..37 11/16??.37 WIND...........37 15/16.....?.37 13/16 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: crdesign who wrote (15651)	4/21/2000 1:07:00 AM
From: Percival 917	Respond to of 35685

Hi T, I just got that message tonight from Geoff Moore's Gorilla Game email. Most of the time it is a great source of info, but every so often you get messages like these. I know very well that the Nextel system is terrible. I mainly was posting that for comment as I am amazed in this day and time that companies would take steps backward like SBC is obviously doing. I am very long QCOM having owned since 1998, I just hate seeing stuff like that and hope that it is an aberration. The one thing that is being talked up now is how much more expensive 3G is going to be than 2G. It may slow down implementation of 3G. Too tired to go into anymore technical issues tonight. Be happy to tomorrow. Joel