To: Dealer who wrote (37927 ) 6/15/2001 8:08:08 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 31.92 AFTERHOURS 31.82 CREE--- CLOSE 24.20 AFTERHOURS 24.25 *CSCO--- CLOSE 16.65 AFTERHOURS 16.78 ELON--- CLOSE 23.95 AFTERHOURS 23.50 EMC--- CLOSE 27.77 AFTERHOURS 28.00 *GMST--- CLOSE 35.81 AFTERHOURS 35.84 *INTC--- CLOSE 27.68 AFTERHOURS 27.75 ITWO--- CLOSE 17.69 AFTERHOURS 17.96 *JDSU--- CLOSE 12.44 AFTERHOURS 12.58 *NTAP--- CLOSE 14.74 AFTERHOURS14.83 ORCL--- CLOSE 15.00 AFTERHOURS 15.06 PMCS--- CLOSE 27.66 AFTERHOURS 27.99 *QCOM--- CLOSE 49.35 AFTERHOURS49.54 RMBS--- CLOSE 10.96 AFTERHOURS11.35 RNWK--- CLOSE 10.39 AFTERHOUR 10.40 *SEBL--- CLOSE 40.07 AFTERHOURS 40.00 SNDK--- CLOSE 23.45 AFTERHOURS 23.55 SSTI--- CLOSE 8.81 AFTERHOURS 8.66 SUNW--- CLOSE 15.19 AFTERHOURS 15.27 WIND--- CLOSE 21.00 AFTERHOURS 21.00 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"