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To: Dealer who wrote (21313)6/2/2000 10:49:00 PM
From: RR  Respond to of 35685
 
Dealer: My commitment on SQUAT is working out. I am putting a check in the mail my friend.

Rick



To: Dealer who wrote (21313)6/2/2000 10:50:00 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 72 11/16
AFTERHOURS 72 7/16

GMST
CLOSE 54 1/4 AFTERHOURS 52 11/16

JDSU
CLOSE 110 3/8
AFTERHOURS 110 1/16

SEBL
CLOSE 138 15/16
AFTERHOURS 138 3/4

NTAP
CLOSE 74 7/16
AFTERHOURS 74 3/4

The following Stocks are on the Gorrilla and King Watchlist

BRCM
CLOSE 164 7/16
AFTERHOURS 165 1/4

CREE
CLOSE 140
AFTERHOURS 138 7/8

ELON
CLOSE 61 1/4
AFTERHOURS 61 15/16

PMSC CLOSE 188 1/4 AFTERHOURS 186 3/4

RNWK
CLOSE 44 13/16
AFTERHOURS 44 1/16

WIND
CLOSE 37 1/2
AFTERHOURS 36 5/8

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