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

To: techguerrilla who wrote (23275)	6/22/2000 10:24:00 PM
From: techguerrilla	Read Replies (1) \| Respond to of 35685

Verizon Wireless will build the CDMA network--QCOM the IP think tank (part 2) fool.com

To: techguerrilla who wrote (23275)	6/22/2000 10:26:00 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 68 1/4 AFTERHOURS 68 7/8 GMST CLOSE 50 AFTERHOURS 50 JDSU CLOSE 125 AFTERHOURS 127 1/2 SEBL CLOSE 151 11/16 AFTERHOURS 161 15/16 NTAP CLOSE 84 AFTERHOURS 83 1/2 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 168 1/4 AFTERHOURS 167 1/4 CREE CLOSE 164 7/8 AFTERHOURS 165 ELON CLOSE 65 13/16 AFTERHOURS 65 1/2 PMSC CLOSE CLOSE 190 15/16 AFTERHOURS 193 15/16 RNWK CLOSE 46 AFTERHOURS 46 1/4 WIND CLOSE 39 5/8 AFTERHOURS 39 1/2 For "Voltaire's Cover Call Strategy 101" see Post # 9490