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

To: Jim Willie CB who wrote (23730)	6/26/2000 11:54:00 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 64 3/4 AFTERHOURS 64 9/16 GMST CLOSE 50 1/16 AFTERHOURS 50 JDSU CLOSE 125 7/16 AFTERHOURS 125 7/16 SEBL CLOSE 156 5/8 AFTERHOURS 156 11/16 NTAP CLOSE 82 1/16 AFTERHOURS 82 59/64 The following Stocks are on the Gorrilla and King Wait and Watchlist The Watch & Wait Index consists of stocks that have some desirable 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 178 13/16 AFTERHOURS 179 1/8 CREE CLOSE 161 5/8 AFTERHOURS 1163 1/2 ELON CLOSE 60 1/2 AFTERHOURS 60 7/16 PMSC CLOSE 188 1/16 AFTERHOURS 190 RNWK CLOSE 46 1/8 AFTERHOURS 45 15/16 WIND CLOSE 39 13/64 AFTERHOURS 39 For "Voltaire's Cover Call Strategy 101" see Post # 9490