To: Dealer who wrote (35312 ) 4/4/2001 8:14:38 PM From: Dealer Read Replies (3) | 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 SYMBOL---EARNINGS DATE CSCO---5/8 CLOSE 13.6875 AFTERHOURS 14.30 GMST---3/7 CLOSE 23.3750 AFTERHOURS 25 INTC---4/17 CLOSE 22.6250 AFTERHOURS 23.8750 JDSU---4/26 CLOSE 13.7344 AFTERHOURS 14.56 NTAP---5/10 CLOSE 11.8125 AFERHOURS 12.75 QCOM---4/17 CLOSE 43.8750 AFTERHOURS 45.25 SEBL---4/17 CLOSE 23.88 AFTERHOURS 25.37 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---4/17 CLOSE 21.37 AFTERHOURS 22.80 CREE---4/12 CLOSE 12.26 AFTERHOURS 13 ELON---4/18 CLOSE 9.3125 AFTERHOURS 9.3125 ITWO---4/18 CLOSE 14.1875 AFTERHOURS 15.30 PMCS---4/19 CLOSE 19.12 AFTERHOURS 20.02 RMBS---4/17 CLOSE 16.59 AFTERHOURS 17.50 RNWK---4/17 CLOSE 6.9688 AFTERHOUR 7 SNDK---4/25 CLOSE 17.4375 AFTERHOURS 17.8750 WIND---5/31 CLOSE 18.4375 AFTERHOURS 18.50 "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"