To: stockman_scott who wrote (37052 ) 5/18/2001 8:32:33 PM From: Dealer 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 20.20 AFTERHOURS 20.26 GMST---3/7 CLOSE 39.22 AFTERHOURS 39.25 INTC---4/17 CLOSE 28.76 AFTERHOURS 28.45 JDSU---4/26 CLOSE 21.19 AFTERHOURS 21.12 NTAP---5/10 CLOSE 22.94 AFTERHOURS 22.77 QCOM---4/17 CLOSE 65.38 AFTERHOURS 65.79 SEBL---4/18 CLOSE 49.21 AFTERHOURS 49.07 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 42.84 AFTERHOURS 43.00 CREE---4/12 CLOSE 34.08 AFTERHOURS 34.50 ELON---4/18 CLOSE 20.67 AFTERHOURS 20.55 ITWO---4/18 CLOSE 23.96 AFTERHOURS 24.25 PMCS---4/19 CLOSE 38.62 AFTERHOURS 38.77 RMBS---4/12 CLOSE 11.54 AFTERHOURS 11.50 RNWK---4/17 CLOSE 13.15 AFTERHOUR 13.21 SNDK---4/25 CLOSE 26.89 AFTERHOURS 26.65 WIND---5/31 CLOSE 22.52 AFTERHOURS 22.51 "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"