To: Dealer who wrote (31872 ) 2/23/2001 8:02:39 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 27 AFTERHOURS 27.10 GMST CLOSE 49 1/2 AFTERHOURS 49.9375 INTC CLOSE 29 15/16 AFTERHOURS 30.40 JDSU CLOSE 32 3/8 AFTERHOURS 32.9375 NTAP CLOSE 33 15/16 AFERHOURS 35.50 QCOM CLOSE 61 13/16 AFTERHOURS 63 SEBL CLOSE 48 1/16 AFTERHOURS 49.125 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 69 7/16 AFTERHOURS 70.0937 CREE CLOSE 24 1/2 AFTERHOURS 24.875 ELON CLOSE 17 15/16 AFTERHOURS 17.875 ITWO CLOSE 29 9/16 AFTERHOURS 30.815 PMCS CLOSE 49 15/16 AFTERHOURS 50.6875 RMBS CLOSE 40 1/2 AFTERHOURS 40 RNWK CLOSE 8 1/4 AFTERHOUR 8.125 SNDK CLOSE 23 7/8 AFTERHOURS 24.15 WIND CLOSE 28 9/16 AFTERHOURS 28.625 "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"