To: Voltaire who wrote (24193 ) 6/30/2000 10:00:32 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 60 AFTERHOURS 60 1/2 GMST CLOSE 61 29/64 AFTERHOURS 60 1/4 JDSU CLOSE 119 7/8 AFTERHOURS 119 9/16 SEBL CLOSE 163 9/16 AFTERHOURS 163 1/2 NTAP CLOSE 80 1/2 AFTERHOURS 80 1/2 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 218 15/16 AFTERHOURS 218 1/16 CREE CLOSE 133 1/2 AFTERHOURS 131 ELON CLOSE 57 15/16 AFTERHOURS 58 PMSC 177 11/16 AFTERHOURS 177 1/2 RNWK CLOSE 50 9/16 AFTERHOURS 50 1/2 WIND CLOSE 37 7/8 AFTERHOURS 36 15/16 For "Voltaire's Cover Call Strategy 101" see Post # 9490