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

To: Dealer who wrote (22881)	6/20/2000 10:11:00 PM
From: dangergirl	Read Replies (1) \| Respond to of 35685

Hi Dealer and all. I hope I didn`t offend or expose anyone by posting a directory of the picture. What was I thinking-- what with several x-jail mates on the porch anyway. Actually-- most of them were wrong anyway.. Dealer has the real holedown on who`s who. I hope Money Magazine gets it right.. Later Danger

To: Dealer who wrote (22881)	6/20/2000 10:27:00 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 62 15/16 AFTERHOURS 63 GMST CLOSE 52 AFTERHOURS 52 1/16 JDSU CLOSE 124 7/8 AFTERHOURS 124 SEBL CLOSE 165 1/64 AFTERHOURS 161 5/16 NTAP CLOSE 86 11/16 AFTERHOURS 86 3/8 The following Stocks are on the Gorrilla and King Wait and Watchlist. The Watch & Wait Index consists of stocks that have some desireable characteristics but are not necessarily Gorillas or Kings - at least not yet. Most of them will not be, but they bear watching for that possibility. They are as follows: BRCM CLOSE 166 51/64 AFTERHOURS 165 1/2 CREE CLOSE 167 AFTERHOURS 167 1/8 ELON CLOSE 65 7/8 AFTERHOURS 66 3/4 PMSC CLOSE 199 1/8 AFTERHOURS 197 1/4 RNWK CLOSE 54 11/16 AFTERHOURS 53 3/4 WIND CLOSE 42 3/16 AFTERHOURS 43 3/4 For "Voltaire's Cover Call Strategy 101" see Post # 9490