To: Dealer who wrote (21482 ) 12/1/2000 8:04:09 PM From: Dealer Read Replies (2) | Respond to of 65232 A F T E R H O U R S...Q U O T E S 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 48 1/2 AFTERHOURS 49.3125 GMST CLOSE 44 1/8 AFTERHOURS 42.125 INTC CLOSE 34 1/8 AFTERHOURS 34.92 JDSU CLOSE 56 3/16 AFTERHOURS 57.48 NTAP CLOSE 53 15/16 AFERHOURS 54.375 QCOM CLOSE 83 AFTERHOURS 84 SEBL CLOSE 74 3/8 AFTERHOURS 75.75 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 104 3/4 AFTERHOURS 105.75 CREE CLOSE 61 15/16 AFTERHOURS 62.50 ELON CLOSE 23 1/8 AFTERHOURS 23 ITWO CLOSE 99 3/8 AFTERHOURS 100 PMCS CLOSE 96 1/16 AFTERHOURS 99.50 RMBS CLOSE 43 7/16 AFTERHOURS 45 RNWK CLOSE 13 AFTERHOUR 13.25 WIND CLOSE 38 3/8 AFTERHOURS 38.50 SNDK CLOSE 37 3/4 AFTERHOURS 38.50 "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"