To: Dealer who wrote (28813 ) 1/10/2001 8:23:46 PM From: Dealer Read Replies (1) | Respond to of 65232 "CORRECTED TO SNDK" "NOT AGAIN?" A F T E R H O U R S .. Q U O T E S & EARNINGS REPORT DATES 8:50 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 36 1/4 AFTERHOURS 35.125 GMST CLOSE 44 5/8 AFTERHOURS 44.6250 INTC CLOSE 33 AFTERHOURS 32.6250 JDSU CLOSE 46 11/16 AFTERHOURS 46.1250 NTAP CLOSE 56 7/16 AFERHOURS 51.9687 QCOM CLOSE 72 7/16 AFTERHOURS 70.5625 SEBL CLOSE 69 3/8 AFTERHOURS 67.1875 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 109 15/16 AFTERHOURS 108.10 CREE CLOSE 31 7/16 AFTERHOURS 31.1250 ELON CLOSE 16 1/8 AFTERHOURS 16 ITWO CLOSE 48 AFTERHOURS 46.9375 PMCS CLOSE 74 13/16 AFTERHOURS 73.25 RMBS CLOSE 46 3/16 AFTERHOURS 46 RNWK CLOSE 9 9/16 AFTERHOUR 8.8437 SNDK CLOSE 32 13/16 AFTERHOURS 32.1875 WIND CLOSE 35 3/16 AFTERHOURS 35.1875 "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 1/25 CSCO 2/6 GMST 2/12 NTAP 2/13 BEAS 2/13 WIND 2/28