To: Dealer who wrote (30833 ) 2/9/2001 8:03:15 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 28 3/16 AFTERHOURS 28.125 GMST CLOSE 50 9/16 AFTERHOURS 50 INTC CLOSE 33 1/2 AFTERHOURS 33.625 JDSU CLOSE 42 5/8 AFTERHOURS 42.5125 NTAP CLOSE 38 AFERHOURS 38.3125 QCOM CLOSE 79 1/8 AFTERHOURS 79 SEBL CLOSE 58 11/16 AFTERHOURS 58.25 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 77 3/16 AFTERHOURS 76.5 CREE CLOSE 30 1/8 AFTERHOURS 30.375 ELON CLOSE 21 9/16 AFTERHOURS 21 ITWO CLOSE 41 3/4 AFTERHOURS 41.75 PMCS CLOSE 57 9/16 AFTERHOURS 57.5 RMBS CLOSE 45 23/64 AFTERHOURS 45.3125 RNWK CLOSE 8 1/4 AFTERHOUR 8.25 SNDK CLOSE 25 3/16 AFTERHOURS 25.125 WIND CLOSE 33 1/4 AFTERHOURS 33.25 "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 2/8 BEAS 2/13 WIND 2/28