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

To: Sully- who wrote (38028)	6/20/2001 10:29:38 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 32.50 AFTERHOURS 33.06 CREE--- CLOSE 22.11 AFTERHOURS 22.33 CSCO--- CLOSE 16.40 AFTERHOURS 16.58 ELON--- CLOSE 22.40 AFTERHOURS 22.75 EMC--- CLOSE 27.15 AFTERHOURS 27.84 GMST--- CLOSE 41.36 AFTERHOURS 41.06 INTC--- CLOSE 27.49 AFTERHOURS 27.50 ITWO--- CLOSE 17.88 AFTERHOURS 17.98 JDSU--- CLOSE 10.00 AFTERHOURS 10.12 NTAP--- CLOSE 12.00 AFTERHOURS12.17 ORCL--- CLOSE 17.52 AFTERHOURS 17.57 PMCS--- CLOSE 25.39 AFTERHOURS 26.00 QCOM--- CLOSE 48.45 AFTERHOURS49.22 RMBS--- CLOSE 9.17 AFTERHOURS9.30 RNWK--- CLOSE 11.89 AFTERHOUR 11.95 SEBL--- CLOSE 43.47 AFTERHOURS 43.80 SNDK--- CLOSE 21.89 AFTERHOURS21.75 SSTI--- CLOSE 8.07 AFTERHOURS8.07 SUNW--- CLOSE 14.18 AFTERHOURS14.49 WIND--- CLOSE 20.90 AFTERHOURS 20.87 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"