Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: elpolvo who wrote (24010)	6/29/2000 12:29:00 AM
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 63 9/16 AFTERHOURS 63 GMST CLOSE 54 3/8 AFTERHOURS 54 9/16 JDSU CLOSE 121 7/8 AFTERHOURS 122 1/2 SEBL CLOSE 153 9/16 AFTERHOURS 154 NTAP CLOSE 82 9/16 AFTERHOURS 82 9/16 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 188 AFTERHOURS 188 1/8 CREE CLOSE 145 3/4 AFTERHOURS 143 1/2 ELON CLOSE 60 1/4 AFTERHOURS 60 3/4 PMSC CLOSE 183 1/16 AFTERHOURS 184 RNWK CLOSE 48 15/16 AFTERHOURS 49 1/4 WIND CLOSE 38 1/8 AFTERHOURS 39 For "Voltaire's Cover Call Strategy 101" see Post # 9490