To: Uncle Frank who wrote (29535 ) 1/19/2001 8:04:23 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 & 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 40 3/8 AFTERHOURS 40.625 PE 103.14 GMST CLOSE 48 13/16 AFTERHOURS 48.75 PE 3114.00 EXTENUATING CIRCUMSTANCES--NEEDS UNDERSTANDING INTC CLOSE 33 9/16 AFTERHOURS 333.5 PE 21.34 JDSU CLOSE 60 13/16 AFTERHOURS 61.1564 PE N/A NTAP CLOSE 67 5/16 AFTERHOURS 67.25 PE 285.23 QCOM CLOSE 70 3/8 AFTERHOURS 70.0312 PE 87.19 SEBL CLOSE 77 21/64 AFTERHOURS 77.5 PE 413.98 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 130 1/16 AFTERHOURS 130 PE 298.63 CREE CLOSE 34 5/16 AFTERHOURS 34 PE 53.89 ELON CLOSE 19 7/16 AFTERHOURS 19.25 PE N/A ITWO CLOSE 53 11/16 AFTERHOURS 53.5 PE N/A PMCS CLOSE 105 13/16 AFTERHOURS 106.4375 PE 324.50 RMBS CLOSE 47 3/8 AFTERHOURS 47.375 PE N/A RNWK CLOSE 10 1/27 AFTERHOUR 10.5625 PE N/A SNDK CLOSE 42 AFTERHOURS 42 PE 10.71 WIND CLOSE 37 1/4 AFTERHOURS 37.1875 PE N/A "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 INTC 1/16 ITWO 1/16 RNWK 1/16 SNDK 1/17 MSFT 1/17 NEWP 1/18 SDLI 1/19 CMRC 1/19 ELON 1/17 BRCM 1/23 SEBL 1/24 JDSU 1/25 QCOM 1/25 CSCO 2/6 GMST 2/12 NTAP 2/13 BEAS 2/13 WIND 2/28