To: Dealer who wrote (31147 ) 2/15/2001 8:00:41 PM From: Dealer Respond to of 65232 A F T E R H O U R S .. Q U O T E S 7:55 PM & 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 30 13/16 AFTERHOURS 28.50 GMST CLOSE 49 7/16 AFTERHOURS 48.50 INTC CLOSE 35 13/16 AFTERHOURS 35 JDSU CLOSE 45 1/8 AFTERHOURS 41.64 NTAP CLOSE 45 AFERHOURS 42.3125 QCOM CLOSE 85 5/8 AFTERHOURS 82.8125 SEBL CLOSE 65 1/8 AFTERHOURS 62.99 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 85 AFTERHOURS 80.50 CREE CLOSE 30 15/16 AFTERHOURS 30.50 ELON CLOSE 21 13/16 AFTERHOURS 20.50 ITWO CLOSE 41 1/8 AFTERHOURS 40.25 PMCS CLOSE 57 7/8 AFTERHOURS 55.50 RMBS CLOSE 49 9/16 AFTERHOURS 48 RNWK CLOSE 9 1/8 AFTERHOUR 8.8125 SNDK CLOSE 27 1/2 AFTERHOURS 26.37 WIND CLOSE 31 15/16 AFTERHOURS 32 "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