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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (19523)	5/19/2000 9:50:00 PM
From: Dealer	Read Replies (1) \| 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 89 3/16 AFTERHOURS 89 1/2 GMST CLOSE 45 AFTERHOURS 46 13/16 JDSU CLOSE 82 AFTERHOURS 83 1/2 SEBL CLOSE 123 1/4 AFTERHOURS 123 9/16 NTAP CLOSE 65 1/8 AFTERHOURS 65 1/4 The following Stocks are on the Gorrilla and King Watchlist BRCM CLOSE 139 5/8 AFTERHOURS 140 CREE CLOSE 122 1/8 AFTERHOURS 122 23/64 ELON CLOSE 55 7/8 AFTERHOURS 56 3/8 RNWK CLOSE 35 3/8 AFTERHOURS 35 7/16 WIND CLOSE 36 3/8 AFTERHOURS 36 For "Voltaire's Cover Call Strategy 101" see Post # 9490

To: Dealer who wrote (19523)	5/19/2000 9:51:00 PM
From: abuelita	Read Replies (1) \| Respond to of 35685

So Dealer, have any idea of what this is about. It was in my inbox. Does everyone get one? First time for me. Rose Friday, May 19 2000 5:37PM ET From: Silicon Investor Dear Silicon Investor Members - We are pleased to bring you the latest Silicon Investor Webcast, featuring our special guest - Mr. William Fleckenstein. All bubbleonians, u4ians and contrarians are invited to join one of Wall Street's best-known bears in this live, interactive Silicon Investor webcast on Tuesday, May 23, beginning at 4:30 p.m. Eastern time, (1:30 p.m. Pacific). Here's your chance to discuss Bill's take on dead fish, bingo callers, bubblevision, tape painting, the merry pranksters at the Fed and other topics affecting today's rapidly changing financial landscape. Bill's presentation, entitled Shooting the Bull: Straight Talk on the Market Mania, will cover many topics including: * Valuing technology stocks in a volatile market. * What the NASDAQ is really worth. * Investing in bonds, currency, metals and oil. Plus, Bill will accept and answer questions from the LIVE audience. William Fleckenstein is the President of Fleckenstein Capital, which manages a hedge fund in Seattle, WA. Bill is one of Wall Street's best-known contrarians, and a frequent guest on television shows such as CNN's Crossfire. The Silicon Investor Webcast will be hosted by Jill Munden - Public Relations Manager, Silicon Investor & former Silicon Investor Webmistress. Registration is required and space is limited. Registrations will be accepted on a first-come, first-serve basis. So, register today at siliconinvestor.com Get there early for the door prizes! Hope to see you there! Bryan A. Burdick Managing Director Silicon Investor