To: Dealer who wrote (37695 ) 6/8/2001 8:09:10 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 36.79 AFTERHOURS 36.87 CREE--- CLOSE 29.92 AFTERHOURS 29.92 *CSCO--- CLOSE 20.49 AFTERHOURS 20.50 ELON--- CLOSE 24.82 AFTERHOURS 24.97 EMC--- CLOSE 33.35 AFTERHOURS 33.60 *GMST--- CLOSE 38.90 AFTERHOURS 37.70 *INTC--- CLOSE 30.67 AFTERHOURS 30.60 ITWO--- CLOSE 23.88 AFTERHOURS 24.09 *JDSU--- CLOSE 16.05 AFTERHOURS 16.10 *NTAP--- CLOSE 18.71 AFTERHOURS 18.75 ORCL--- CLOSE 17.01 AFTERHOURS 17.09 PMCS--- CLOSE 34.70 AFTERHOURS 34.80 *QCOM--- CLOSE 61.24 AFTERHOURS 61.50 RMBS--- CLOSE 12.06 AFTERHOURS 12.10 RNWK--- CLOSE 12.09 AFTERHOUR 12.00 *SEBL--- CLOSE 48.61 AFTERHOURS 48.61 SNDK--- CLOSE 26.69 AFTERHOURS 26.55 SSTI--- CLOSE 11.49 AFTERHOURS 11.01 SUNW--- CLOSE 17.01 AFTERHOURS 17.10 WIND--- CLOSE 24.30 AFTERHOURS 24.30 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"