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To: Murrey Walker who wrote (20244)	5/25/2000 8:59:00 PM
From: Dealer	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 69 AFTERHOURS 68 7/8 GMST CLOSE 36 5/8 AFTERHOURS 36 11/16 JDSU CLOSE 79 AFTERHOURS 78 9/16 SEBL CLOSE 103 3/8 AFTERHOURS 102 1/4 NTAP CLOSE 61 3/8 AFTERHOURS 60 3/4 The following Stocks are on the Gorrilla and King Watchlist BRCM CLOSE 121 45/64 AFTERHOURS 118 3/4 CREE CLOSE 105 27/64 AFTERHOURS 104 ELON CLOSE 54 AFTERHOURS 53 1/8 RNWK CLOSE 33 3/8 AFTERHOURS 35 7/16 WIND CLOSE 33 5/16 AFTERHOURS 30 1/16 For "Voltaire's Cover Call Strategy 101" see Post # 9490

To: Murrey Walker who wrote (20244)	5/25/2000 8:59:00 PM
From: candide-	Read Replies (1) \| Respond to of 35685

Hi Murrey, I've reported Cobalt, and KISS to SI for their behavior. We'll see if SIBob wants to make this a great place to hang-out, learn, and commune, or if rabble rousing is the order of the day. We'll hope for the best, c-

To: Murrey Walker who wrote (20244)	5/25/2000 9:01:00 PM
From: Ilaine	Respond to of 35685

OK, I didn't know you were serious. I lurk the Porch, as well as a number of other threads, not on a continuous basis. I am very interested in the Bubble, and the Aftermath, from an historical/anthropological/sociological perspective, sort of like experiencing the events that will be the subject of many future books and theses first hand. I would call myself an armchair social historian. I frequently feel like Oliver Sacks, the neurologist and author, that I am "an anthropologist on Mars." Mostly I just lurk, although I also collect nuggets and share them with people who have similar interests. Not everyone who posts on the Clown thread is a social historian, but there are a few who share my fascination. We share nuggets with each other. The people on the Porch are fascinating. Other people have other threads that they lurk, so there's an informal division of labor. If I were a professional historian/anthropologist/sociologist, I would never introject myself into the millieu, it would be unprofessional. But I am only an amateur, and sometimes I feel compelled - only when I think that something that has been said requires comment. You might note that SI administration agreed with me that Clappy's post to KIS was a violation of the Terms of Use - it's been eradicated. I might point out that I also have investment interests. My special focus is on broadband satellite internet, and to a lesser extent, defense. I hope this answers your questions.