To: Dealer who wrote (36188 ) 4/23/2001 9:30:57 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 17.33 AFTERHOURS 17.15 GMST---3/7 CLOSE 38.46 AFTERHOURS 38.40 INTC---4/17 CLOSE 30.32 AFTERHOURS 29.90 JDSU---4/26 CLOSE 24.18 AFTERHOURS 22.82 NTAP---5/10 CLOSE 21.95 AFTERHOURS 21.45 QCOM---4/17 CLOSE 58.20 AFTERHOURS 58.50 SEBL---4/18 CLOSE 41.75 AFTERHOURS 41.30 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 35.59 AFTERHOURS 35.25 CREE---4/12 CLOSE 19.14 AFTERHOURS 19.25 ELON---4/18 CLOSE 17.00 AFTERHOURS 16.80 ITWO---4/18 CLOSE 16.73 AFTERHOURS 16.40 PMCS---4/19 CLOSE 38.76 AFTERHOURS 38.00 RMBS---4/12 CLOSE 18.08 AFTERHOURS 18.00 RNWK---4/17 CLOSE 8.54 AFTERHOUR 8.54 SNDK---4/25 CLOSE 25.93 AFTERHOURS 26.00 WIND---5/31 CLOSE 25.46 AFTERHOURS 25.46 "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"