To: Dealer who wrote (32015 ) 2/27/2001 8:06:40 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 24 AFTERHOURS 23.75 GMST CLOSE 48 7/16 AFTERHOURS 48.438 INTC CLOSE 29 AFTERHOURS 29.0625 JDSU CLOSE 27 13/16 AFTERHOURS 27.75 NTAP CLOSE 32 AFERHOURS 31.1562 QCOM CLOSE 55 5/8 AFTERHOURS 54.7812 SEBL CLOSE 41 1/2 AFTERHOURS 41.4375 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 53 5/8 AFTERHOURS 53.4875 CREE CLOSE 22 1/4 AFTERHOURS 22 ELON CLOSE 17 5/8 AFTERHOURS 17.50 ITWO CLOSE 27 9/16 AFTERHOURS 29.9375 PMCS CLOSE 37 15/16 AFTERHOURS 37.77 RMBS CLOSE 41 13/16 AFTERHOURS 41.625 RNWK CLOSE 7 13/16 AFTERHOUR 7.75 SNDK CLOSE 23 1/8 AFTERHOURS 22.70 WIND CLOSE 24 15/16 AFTERHOURS 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"