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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Percival 917 who wrote (20728)	11/29/2000 8:10:42 PM
From: Dealer	Respond to of 65232

<font color=Red>AFTERHOURS 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 CSCO CLOSE 51 11/16 AFTERHOURS 49.75 GMST CLOSE 39 1/2 AFTERHOURS 39 INTC CLOSE 42 3/4 AFTERHOURS 37.875 JDSU CLOSE 57 1/2 AFTERHOURS 53.51 NTAP CLOSE 50 AFERHOURS 46.6875 QCOM CLOSE 82 5/8 AFTERHOURS 77.625 SEBL CLOSE 71 3/4 AFTERHOURS 66.99 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 95 AFTERHOURS 87.50 CREE CLOSE 69 1/4 AFTERHOURS 64 ELON CLOSE 24 AFTERHOURS 22 ITWO CLOSE 90 7/16 AFTERHOURS 82 PMCS CLOSE 103 33/64 AFTERHOURS 88 RMBS CLOSE 42 1/16 AFTERHOURS 37.99 RNWK CLOSE 13 15/16 AFTERHOUR 12.70 WIND CLOSE 38 3/16 AFTERHOURS 37 SNDK CLOSE 41 AFTERHOURS 38 "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 below Message 13523976 27272 Original Posts "Voltaire Cover Call Strategy 101"