To: Dealer who wrote (7711 ) 10/13/2000 8:25:12 PM From: Dealer Read Replies (3) | Respond to of 65232 <font color=Red>AFTERHOURS QUOTES & EARNINGS REPORT DATES (after 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 69 15/16 AFTERHOURS 70.125 GMST CLOSE 65 5/8 AFTERHOURS 65.50 JDSU CLOSE 94 3/8 AFTERHOURS 93.9375 SEBL CLOSE 98 7/8 AFTERHOURS 99 NTAP CLOSE 121 7/16 AFERHOURS 124 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 5/16 AFTERHOURS 217.50 CREE CLOSE 87 5/8 AFTERHOURS 91.50 ELON CLOSE 29 1/8 AFTERHOURS 29 PMCS CLOSE 190 7/16 AFTERHOURS 190.50 RMBS CLOSE 64 AFTERHOURS 65 RNWK CLOSE 21 3/16 AFTERHOUR 22.3125 WIND CLOSE 39 1/16 AFTERHOURS 38 SNDK CLOSE 60 7/16 AFTERHOURS 61 INTC CLOSE 40 3/8 AFTERHOURS 40.50 CSCO CLOSE 56 1/16 AFTERHOURS 55.75 For TL by special request: Is not a gorilla or king ALTR CLOSE 32 15/16 AFTERHOURS 33 "Voltaire's Cover Call Strategy 101" see Post # 9490 Post #'s of Recent Cover Call Strategy Discussions From recent discussions--August 16,17 and 18, 2000 see post #31425 updated 8/31/00 Contest: “Which Stock Will Double?” link belowMessage 13523976 27272 Original Posts "Voltaire Cover Call Strategy 101" EARNINGS REPORT DATES: THESE WILL BE POSTED ON THE AFTERHOUR QUOTE CREE..........10/12 PMCS..........10/12 BRCM..........10/17 RMBS..........10/18 SEBL..........10/17 SNDK..........10/18 ELON..........10/20 JDSU..........10/25 QCOM..........11/2 GMST..........11/13 NTAP..........11/13 WIND..........11/30