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