To: Dealer who wrote (31703 ) 2/22/2001 8:18:00 PM From: Dealer Read Replies (1) | 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 26 7/16 AFTERHOURS 26.25 GMST CLOSE 49 3/16 AFTERHOURS 49.375 INTC CLOSE 30 AFTERHOURS 30.125 JDSU CLOSE 30 9/16 AFTERHOURS 30.25 NTAP CLOSE 33 13/16 AFERHOURS 32.75 QCOM CLOSE 66 15/16 AFTERHOURS 66.125 SEBL CLOSE 53 15/16 AFTERHOURS 51.74 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 64 11/16 AFTERHOURS 64.1875 CREE CLOSE 24 5/64 AFTERHOURS 24.50 ELON CLOSE 16 11/16 AFTERHOURS 17.25 ITWO CLOSE 32 3/16 AFTERHOURS 30.75 PMCS CLOSE 47 1/8 AFTERHOURS 46.50 RMBS CLOSE 37 13/16 AFTERHOURS 38.125 RNWK CLOSE 7 7/8 AFTERHOUR 7.875 SNDK CLOSE 23 1/8 AFTERHOURS 23.35 WIND CLOSE 27 3/8 AFTERHOURS 25.01 "Voltaire's Cover Call Strategy 101" see Post # 9490