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

To: Dealer who wrote (34531)	3/22/2001 9:27:47 PM
From: Dealer	Respond to of 65232

A F T E R H O U R S .. Q U O T E S CORRECTIONS: Placing a Big Fat "T"* in aferhours on NTAP and changing afterhour quote on ELON before Dave Carrsmith leaves the country with his False Profits.* 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 19 3/4 AFTERHOURS 19.87 GMST CLOSE 28 15/16 AFTERHOURS 29 INTC CLOSE 28 11/16 AFTERHOURS 28.8125 JDSU CLOSE 25 7/16 AFTERHOURS 25.375 NTAP CLOSE 22 31/64 AFTERHOURS 22.5312 QCOM CLOSE 56 7/8 AFTERHOURS 56.9375 SEBL CLOSE 31 51/64 AFTERHOURS 32.35 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 37 7/8 AFTERHOURS 38 CREE CLOSE 15.82 AFTERHOURS 16 ELON CLOSE 15 1/2 AFTERHOURS 15.5625 ITWO CLOSE 16 5/16 AFTERHOURS 16.46 PMCS CLOSE 37 43/64 AFTERHOURS 37.50 RMBS CLOSE 22.95 AFTERHOURS 23.75 RNWK CLOSE 6 23/32 AFTERHOUR 6.75 SNDK CLOSE 22 7/16 AFTERHOURS 22.4375 WIND CLOSE 22 13/16 AFTERHOURS 25.9375 "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