To: Dealer who wrote (25850 ) 7/18/2000 10:37:09 PM From: Dealer 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 65 1/8 AFTERHOURS 65.370 GMST CLOSE 71 9/16 AFTERHOURS 72.25 JDSU CLOSE 111 5/16 AFTERHOURS 111.75 SEBL CLOSE 176 1/4 AFTERHOURS 179.125 NTAP CLOSE 99 15/16 AFTERHOURS 101.25 The following Stocks are on the Gorilla 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 245 3/4 AFTERHOURS 249.6875 CREE CLOSE 147 1/8 AFTERHOURS 147.9375 ELON CLOSE 47 9/16 AFTERHOURS 48.25 PMCS CLOSE 220 5/8 AFTERHOURS 221.00 RNWK CLOSE 58 AFTERHOURS 54 WIND CLOSE 32 3/16 AFTERHOURS 32.0625 For "Voltaire's Cover Call Strategy 101" see Post # 9490