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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (31619)	2/21/2001 8:37:14 PM
From: Dealer	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 25 1/8 AFTERHOURS 24.88 GMST CLOSE 50 3/16 AFTERHOURS 50.0312 INTC CLOSE 30 3/4 AFTERHOURS 30.5625 JDSU CLOSE 31 11/16 AFTERHOURS 30.9921 NTAP CLOSE 34 5/16 AFERHOURS 31.75 QCOM CLOSE 71 1/4 AFTERHOURS 68.9687 SEBL CLOSE 53 3/8 AFTERHOURS 51.25 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 65 3/4 AFTERHOURS 63.02 CREE CLOSE 24 3/16 AFTERHOURS 24.10 ELON CLOSE 17 1/2 AFTERHOURS 17.125 ITWO CLOSE 34 1/8 AFTERHOURS 33.57 PMCS CLOSE 46 3/8 AFTERHOURS 44.50 RMBS CLOSE 41 3/8 AFTERHOURS 40.4375 RNWK CLOSE 7 3/4 AFTERHOUR 7.50 SNDK CLOSE 23 1/16 AFTERHOURS 22.75 WIND CLOSE 28 9/16 AFTERHOURS 28 "Voltaire's Cover Call Strategy 101" see Post # 9490