To: Dealer who wrote (26731 ) 7/26/2000 8:41:16 PM From: Dealer Read Replies (1) | Respond to of 35685 AFTERHOURS QUOTES 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 68 11/16 AFTERHOURS 69.05 GMST CLOSE 62 7/8 AFTERHOURS 62.8125 JDSU CLOSE 135 15/16 AFTERHOURS 132 SEBL CLOSE 148 5/8 AFTERHOURS 1150.4375 NTAP CLOSE 101 15/16 AFTERHOURS 101.00 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 238 7/16 AFTERHOURS 237.25 CREE CLOSE 129 7/16 AFTERHOURS 129.25 ELON CLOSE 36 5/16 AFTERHOURS 36.3125 PMCS CLOSE 197 AFTERHOURS 197 RNWK CLOSE 42 1/2 AFTERHOURS 42.7187 WIND CLOSE 32 1/16 AFTERHOURS 32.1093 For "Voltaire's Cover Call Strategy 101" see Post # 9490 Contest: “Which Stock Will Double?” link belowMessage 13523976 EARNINGS REPORTING DATES WIND......9/? last was 6/1 NTAP......8/?? GMST.....8/??