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

To: Drake who wrote (21902)	12/4/2000 8:13:47 PM
From: Dealer	Read Replies (1) \| 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 45 13/16 AFTERHOURS 48 GMST CLOSE 40 5/16 AFTERHOURS 41.50 INTC CLOSE 32 15/16 AFTERHOURS 34.75 JDSU CLOSE 58 9/16 AFTERHOURS 62.75 NTAP CLOSE 57 7/8 AFERHOURS 63 QCOM CLOSE 90 AFTERHOURS 94 SEBL CLOSE 73 7/16 AFTERHOURS 78.125 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 111 3/4 AFTERHOURS 117.50 CREE CLOSE 61 9/16 AFTERHOURS 64.375 ELON CLOSE 21 1/8 AFTERHOURS 22.875 ITWO CLOSE 88 AFTERHOURS 96 PMCS CLOSE 100 1/16 AFTERHOURS 107 RMBS CLOSE 43 3/4 AFTERHOURS 46.75 RNWK CLOSE 15 5/16 AFTERHOUR 16.24 WIND CLOSE 39 1/2 AFTERHOURS 39.50 SNDK CLOSE 41 1/2 AFTERHOURS 44.5625 "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"