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Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (27602)	8/2/2000 8:55:28 PM
From: Dealer	Read Replies (3) \| Respond to of 35685

AFTERHOURS QUOTES and The Earnings Announcement dates NTAP Earnings 8/14 WIND Earnings 8/31 5:00 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 61 15/16 AFTERHOURS 61.9375 GMST CLOSE 55 1/2 AFTERHOURS 55.8125 JDSU CLOSE 112 5/8 AFTERHOURS 113 SEBL CLOSE 150 1/8 AFTERHOURS 149.75 NTAP CLOSE 76 15/16 AFTERHOURS 76.38 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 215 7/16 AFTERHOURS 214.6562 CREE CLOSE 90 3/8 AFTERHOURS 88.50 ELON CLOSE 36 7/16 AFTERHOURS 36.50 PMCS CLOSE 180 5/8 AFTERHOURS 180.75 RMBS----Voltaire’s Pick at this time CLOSE 67 3/4 AFTERHOURS 67.10 RNWK CLOSE 37 13/16 AFTERHOURS 38.0625 WIND CLOSE 28 3/8 AFTERHOURS 27.875