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


To: Dealer who wrote (25426)7/14/2000 8:43:41 PM
From: Dealer  Read Replies (1) | Respond to of 35685
 
AFTERHOURS QUOTES and The Earnings Announcement dates

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 1/16
AFTERHOURS 63

GMST
CLOSE 76
AFTERHOURS 76 1/4

JDSU
CLOSE 111 5/8
AFTERHOURS 111.75

SEBL
CLOSE 193 7/8
AFTERHOURS 192.50

NTAP
CLOSE 96 1/8
AFTERHOURS 96.6875

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 250 1/16
AFTERHOURS 248.0625

CREE
CLOSE 149 3/16
AFTERHOURS 148.50

ELON
CLOSE 49 3/16
AFTERHOURS 50.25

PMCS CLOSE 218 9/16
AFTERHOURS 218.375

RNWK
CLOSE 56 3/4
AFTERHOURS 56.25

WIND
CLOSE 35
AFTERHOURS 34.50

For "Voltaire's Cover Call Strategy 101" see Post # 9490

EARNINGS REPORTING DATES

QCOM......7/19

JDSU......7/26

SEBL......7/18

BRCM......7/18

CREE......7/27

ELON......7/20

PMCS......7/13

RNWK......7/18

SNDL......7/19

THE FOLLOWING HAVE ALREADY REPORTED FOR LAST QUARTER

WIND......6/1

NTAP......5/18

GMST......5/31