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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (37352)	5/29/2001 8:15:46 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 ()or the Gorilla and King Watchlist SYMBOL---EARNINGS DATE BRCM--- CLOSE 36.89 AFTERHOURS 36.39 CREE--- CLOSE 30.24 AFTERHOURS 29.50 CSCO--- CLOSE 20.46 AFTERHOURS 20.15 ELON--- CLOSE 21.80 AFTERHOURS 21.80 EMC--- CLOSE 33.99 AFTERHOURS 33.50 GMST--- CLOSE 37.78 AFTERHOURS 37.50 INTC--- CLOSE 27.85 AFTERHOURS 27.63 ITWO--- CLOSE 22.25 AFTERHOURS 22.25 JDSU--- CLOSE 19.17 AFTERHOURS 19.04 NTAP--- CLOSE 22.54 AFTERHOURS 22.00 ORCL--- CLOSE 15.61 AFTERHOURS 15.49 PMCS--- CLOSE 35.10 AFTERHOURS 34.60 QCOM--- CLOSE 66.18 AFTERHOURS 65.54 RMBS--- CLOSE 11.32 AFTERHOURS11.20 RNWK--- CLOSE 10.62 AFTERHOUR 11.02 SEBL--- CLOSE 48.00 AFTERHOURS 47.80 SNDK--- CLOSE 23.79 AFTERHOURS 23.79 SUNW--- CLOSE 18.67 AFTERHOURS 17.53 WIND--- CLOSE 23.95 AFTERHOURS 23.94 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. "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"