To: Dealer who wrote (26155 ) 7/20/2000 8:25:31 PM From: Dealer Read Replies (2) | 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 63.18750 AFTERHOURS 63.187 GMST CLOSE 68 11/16 AFTERHOURS 68.875 JDSU CLOSE 128 1/8 AFTERHOURS 126.85 SEBL CLOSE 174 3/16 AFTERHOURS 175.25 NTAP CLOSE 112 9/16 AFTERHOURS 112.00 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 235 37/64 AFTERHOURS 235.50 CREE CLOSE 148 AFTERHOURS 148 ELON CLOSE 45 1/4 AFTERHOURS 40 PMCS CLOSE 211 13/16 AFTERHOURS 213 RNWK CLOSE 52 15/16 AFTERHOURS 53 WIND CLOSE 33 3/16 AFTERHOURS 33.25 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