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To: Dealer who wrote (17897)	5/9/2000 7:35:00 PM
From: Dealer	Read Replies (1) \| Respond to of 35685

delete......

To: Dealer who wrote (17897)	5/9/2000 8:42:00 PM
From: Dealer	Read Replies (3) \| Respond to of 35685

AFTERHOURS 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 QCOM CLOSE 105 AFTERHOURS 105 3/4 GMST CLOSE 40 37/64 AFTERHOURS 40 1/2 JDSU CLOSE 85 13/16 AFTERHOURS 86 1/4 SEBL CLOSE 127 13/16 AFTERHOURS 127 5/8 NTAP CLOSE 63 7/16 AFTERHOURS 63 7/8 The following Stocks are on the Gorrilla and King Watchlist BRCM CLOSE 161 15/16 AFTERHOURS 162 1/4 CREE CLOSE 124 1/4 AFTERHOURS 127 1/2 ELON CLOSE 31 AFTERHOURS 31 RNWK CLOSE 37 3/4 AFTERHOURS 38 1/4 WIND CLOSE 38 3/8 AFTERHOURS 38 For "Voltaire's Cover Call Strategy 101" see Post # 9490

To: Dealer who wrote (17897)	5/10/2000 1:41:00 AM
From: LBstocks	Read Replies (2) \| Respond to of 35685

3G Technology & Opportunities: Conference Call w/ Samsung Mgmt Qualcomm Inc(QCOM)* Rating: 1H 2000331 Salomon Smith Barney ~ May 4, 2000 --SUMMARY:----Telecommunications Equipment * Alex Cena, Wireless Equipment Analyst, is pleased to host a conference call on 3G wireless technology and opportunities on Thursday May 11. * The call will begin with prepared remarks by Alex Cena, Wireless Equipment Analyst, followed by a presentation by Peter Skarzynski, VP Wireless Terminals, Samsung, on Samsung's 3G strategy and CDMA position. * The prepared remarks will be followed by an informal Q&A session. * Please contact your salesperson for time and dial-in instructions for the conference call.