To: Dealer who wrote (35982 ) 4/18/2001 8:19:37 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 SYMBOL---EARNINGS DATE CSCO---5/8 CLOSE 17.93 AFTERHOURS 18.65 GMST---3/7 CLOSE 37.85 AFTERHOURS 38.45 INTC---4/17 CLOSE 31.28 AFTERHOURS 32.07 JDSU---4/26 CLOSE 23.31 AFTERHOURS 24.65 NTAP---5/10 CLOSE 19.44 AFTERHOURS 21.10 QCOM---4/17 CLOSE 58.75 AFTERHOURS 60.79 SEBL---4/18 CLOSE 33.98 AFTERHOURS 37.64 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 34.01 AFTERHOURS 34.55 CREE---4/12 CLOSE 22.01 AFTERHOURS 22.98 ELON---4/18 CLOSE 17.25 AFTERHOURS 17.40 ITWO---4/18 CLOSE 19.97 AFTERHOURS 18.58 PMCS---4/19 CLOSE 33.00 AFTERHOURS 34 RMBS---4/12 CLOSE 20.26 AFTERHOURS 21.55 RNWK---4/17 CLOSE 9.01 AFTERHOUR 9.10 SNDK---4/25 CLOSE 26.79 AFTERHOURS 24 WIND---5/31 CLOSE 26.08 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 27272 Original Posts "Voltaire Cover Call Strategy 101"