To: SecularBull who wrote (37982 ) 6/19/2001 10:27:28 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 (*)or the Gorilla and King Watchlist SYMBOL---EARNINGS DATE BRCM--- CLOSE 30.69 AFTERHOURS 30.18 CREE--- CLOSE 22.03 AFTERHOURS 22.25 *CSCO--- CLOSE 16.64 AFTERHOURS 16.21 ELON--- CLOSE 22.50 AFTERHOURS 22.06 EMC--- CLOSE 26.67 AFTERHOURS 26.84 *GMST--- CLOSE 37.41 AFTERHOURS 37.40 *INTC--- CLOSE 26.67 AFTERHOURS 26.70 ITWO--- CLOSE 17.12 AFTERHOURS 17.02 *JDSU--- CLOSE 10.84 AFTERHOURS 10.66 *NTAP--- CLOSE 13.29 AFTERHOURS 13.10 ORCL--- CLOSE 16.76 AFTERHOURS 16.65 PMCS--- CLOSE 24.85 AFTERHOURS 24.15 *QCOM--- CLOSE 50.31 AFTERHOURS 50.10 RMBS--- CLOSE 9.65 AFTERHOURS 9.70 RNWK--- CLOSE 10.30 AFTERHOUR 10.40 *SEBL--- CLOSE 41.90 AFTERHOURS 41.78 SNDK--- CLOSE 22.09 AFTERHOURS 22.30 SSTI--- CLOSE 8.01 AFTERHOURS 8.00 SUNW--- CLOSE 14.66 AFTERHOURS 14,52 WIND--- CLOSE 20.26 AFTERHOURS 20.00 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"