To: Dealer who wrote (26362 ) 7/24/2000 9:47:35 PM From: Dealer Read Replies (1) | Respond to of 35685 AFTERHOURS QUOTES and The Earnings Announcement dates EARNINGS REPORTING DATES JDSU......7/26 CREE......7/27 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 5/8 AFTERHOURS 63 GMST CLOSE 62 7/8 AFTERHOURS 63.9375 JDSU CLOSE 131 5/8 AFTERHOURS 132.73 SEBL CLOSE 158 5/16 AFTERHOURS 159.25 NTAP CLOSE 102 13/16 AFTERHOURS 102.875 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 224 5/8 AFTERHOURS 225 CREE CLOSE 139 1/8 AFTERHOURS 140 ELON CLOSE 36 1/16 AFTERHOURS 36.25 PMCS 197 7/16 AFTERHOURS 202 RNWK CLOSE 46 3/8 AFTERHOURS 45.70 WIND CLOSE 31 3/16 AFTERHOURS 32 For "Voltaire's Cover Call Strategy 101" see Post # 9490