To: Dealer who wrote (32222 ) 3/1/2001 7:47:48 PM From: Dealer Read Replies (1) | Respond to of 65232 7:50--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 1/2 AFTERHOURS 23.5625 GMST CLOSE 45 27/64 AFTERHOURS 45.3750 INTC CLOSE 29 1/8 AFTERHOURS 28.4687 JDSU CLOSE 29 1/4 AFTERHOURS 28.0312 NTAP CLOSE 30 7/8 AFERHOURS 29.625 QCOM CLOSE 61 3/16 AFTERHOURS 59.2812 SEBL CLOSE 44 5/8 AFTERHOURS 38.375 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 48 AFTERHOURS 44.75 CREE CLOSE 21 3/4 AFTERHOURS 21.75 ELON CLOSE 17 7/16 AFTERHOURS 17 ITWO CLOSE 27 9/16 AFTERHOURS 25.1875 PMCS CLOSE 39 1/8 AFTERHOURS 37.3125 RMBS CLOSE 39 3/4 AFTERHOURS 38.5156 RNWK CLOSE 7 25/32 AFTERHOUR 7.1875 SNDK CLOSE 22 23/64 AFTERHOURS 21 WIND CLOSE 25 5/16 AFTERHOURS 26.50 "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"