To: Dealer who wrote (27313 ) 7/31/2000 8:39:52 PM From: Dealer Respond to of 35685 AFTERHOURS QUOTES--and The Earnings Announcement dates NTAP Earnings 8/14 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 64 15/16 AFTERHOURS 64.875 GMST CLOSE 60 13/16 AFTERHOURS 59.375 JDSU CLOSE 118 1/8 AFTERHOURS 117.625 SEBL CLOSE 145 AFTERHOURS 144.50 NTAP CLOSE 86 3/16 AFTERHOURS 86.75 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 1/4 AFTERHOURS 224.50 CREE CLOSE 112 7/16 AFTERHOURS 114.50 ELON CLOSE 37 1/8 AFTERHOURS 37.9375 PMCS CLOSE 193 13/16 AFTERHOURS 193.875 RMBS--Voltaire’s Pick at this time CLOSE 73 5/16 AFTERHOURS 74.13 RNWK CLOSE 42 7/16 AFTERHOURS 42.50 WIND CLOSE 29 5/16 AFTERHOURS 30.375 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......8/14 GMST.....8/??