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To: elpolvo who wrote (19185)5/17/2000 10:27:00 PM
From: mslawyer  Read Replies (2) | Respond to of 35685
 
check this out. very interesting. cdma vs. the rest

mobiledataevolution.com



To: elpolvo who wrote (19185)5/18/2000 8:16:00 PM
From: elpolvo  Respond to of 35685
 
AFTERHOURS QUOTES
Voltaire's Porch Basket of Stocks

These Stocks Have Not Been Picked By Any One Individual

GORILLA--A company that controls it's 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. These are the stocks that are discussed most often on the porch and one or more are in most porcher's portfolios.

The following Stocks are on the Gorilla and King Index

QCOM
CLOSE 96 15/16
AFTERHOURS 98 1/4 (Last trade on The Island ECN)

GMST
CLOSE 45 1/16
AFTERHOURS 45 3/16 (Last trade on The Island ECN)

JDSU
CLOSE 89 9/16
AFTERHOURS 87 7/16 (Last trade on The Island ECN)

SEBL
CLOSE 130 1/8
AFTERHOURS 131 (Last trade on The Island ECN)

NTAP
CLOSE 69
AFTERHOURS 68 5/8 (Last trade on The Island ECN)

The following Stocks are on the Gorilla and King Watchlist

BRCM
CLOSE 152 1/2
AFTERHOURS 154 1/2 (Last trade on The Island ECN)

CREE
CLOSE 130 1/16
AFTERHOURS 130 1/4 (Last trade on The Island ECN)

ELON
CLOSE 63 3/16
AFTERHOURS 63 3/16 (Last trade on The Island ECN)

RNWK
CLOSE 36 3/8
AFTERHOURS 35 1/2 (Last trade on The Island ECN)

WIND
CLOSE 37 1/2
AFTERHOURS 38 (Last trade on The Island ECN)

The Island ECN Inc. Java Island BookViewer:

island.com

For "Voltaire's Covered Call Strategy 101" see Post # 9490

It's all yers dealie!!! Welcome back!!! Nobody missed ya more than...

-polvie