To: Dealer who wrote (35624 ) 4/10/2001 8:14:43 PM From: Dealer Read Replies (2) | 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 15.86 AFTERHOURS 15.75 GMST---3/7 CLOSE 31.12 AFTERHOURS 31.16 INTC---4/17 CLOSE 24.77 AFTERHOURS 24.40 JDSU---4/26 CLOSE 17.92 AFTERHOURS 17.26 NTAP---5/15 CLOSE 15.68 AFERHOURS 15.09 QCOM---4/17 CLOSE 48.80 AFTERHOURS 47.80 SEBL---4/18 CLOSE 35.46 AFTERHOURS 34.85 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 29.71 AFTERHOURS 28.78 CREE---4/12 CLOSE 14.04 AFTERHOURS 13.90 ELON---4/18 CLOSE 14.20 AFTERHOURS 13.44 ITWO---4/18 CLOSE 20.31 AFTERHOURS 19.28 PMCS---4/19 CLOSE 23.67 AFTERHOURS 23.67 RMBS---4/12 CLOSE 18.84 AFTERHOURS 18.30 RNWK---4/17 CLOSE 8.20 AFTERHOUR 8.01 SNDK---4/25 CLOSE 21.55 AFTERHOURS 20.07 WIND---5/31 CLOSE 21.46 AFTERHOURS 21.47 "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 27272 Original Posts "Voltaire Cover Call Strategy 101"