To: Dealer who wrote (36599 ) 5/3/2001 8:04:26 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 18.66 AFTERHOURS 18.64 GMST---3/7 CLOSE 40.51 AFTERHOURS 40 INTC---4/17 CLOSE 30.40 AFTERHOURS 30.27 JDSU---4/26 CLOSE 21.58 AFTERHOURS 21.24 NTAP---5/10 CLOSE 25.86 AFTERHOURS 25.30 QCOM---4/17 CLOSE 58.84 AFTERHOURS 58.90 SEBL---4/18 CLOSE 45.99 AFTERHOURS 45.87 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 43.79 AFTERHOURS 43.40 CREE---4/12 CLOSE 22.05 AFTERHOURS 22.06 ELON---4/18 CLOSE 19.90 AFTERHOURS 19 ITWO---4/18 CLOSE 22.49 AFTERHOURS 22.07 PMCS---4/19 CLOSE 38.21 AFTERHOURS 38.01 RMBS---4/12 CLOSE 18.15 AFTERHOURS 18.16 RNWK---4/17 CLOSE 9.72 AFTERHOUR 9.60 SNDK---4/25 CLOSE 27.60 AFTERHOURS 27.50 WIND---5/31 CLOSE 26.18 AFTERHOURS 23.75 "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"