To: Dealer who wrote (25181 ) 12/14/2000 8:30:59 PM From: Dealer Read Replies (2) | Respond to of 65232 AFTERHOURS QUOTES & EARNINGS REPORT DATES 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 50 15/16 AFTERHOURS 49.74 GMST CLOSE 39 3/4 AFTERHOURS 38.0625 INTC CLOSE 35 1/8 AFTERHOURS 34.48 JDSU CLOSE 61 1/2 AFTERHOURS 60.25 NTAP CLOSE 69 1/8 AFERHOURS 67.1875 QCOM CLOSE 88 1/16 AFTERHOURS 86.50 SEBL CLOSE 79 3/8 AFTERHOURS 76.125 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 117 1/4 AFTERHOURS 114.25 CREE CLOSE 34 AFTERHOURS 33.0625 ELON CLOSE 23 1/2 AFTERHOURS 22.625 ITWO CLOSE 51 AFTERHOURS 49.50 PMCS CLOSE 102 AFTERHOURS 99.75 RMBS CLOSE 46 7/8 AFTERHOURS 45.50 RNWK CLOSE 12 3/8 AFTERHOUR 12.25 WIND CLOSE 39 3/16 AFTERHOURS 39 SNDK CLOSE 54 1/16 AFTERHOURS 53.125 "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" E A R N I N G S---D A T E S SSTI 1/11 CREE 1/11 PMCS 1/11 ELON 1/11 INTC 1/16 ITWO 1/16 RNWK 1/16 BRCM 1/17 SNDK 1/17 MSFT 1/17 NEWP 1/18 SDLI 1/19 CMRC 1/19 SEBL 1/24 JDSU 1/25 QCOM 2/1 CSCO 2/5 GMST 2/12 NTAP 2/13 BEAS 2/13 WIND ???