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

To: stockman_scott who wrote (40571)	8/24/2001 8:05:04 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---7/18 CLOSE 36.93 AFTERHOURS 37.00 CREE---7/11 CLOSE 23.05 AFTERHOURS 23.05 CSCO---8/7 CLOSE 18.25 AFTERHOURS 18.21 ELON---7/19 CLOSE 17.65 AFTERHOURS 17.50 EMC---7/19 CLOSE 17.20 AFTERHOURS 17.24 GMST---8/13 CLOSE 33.02 AFTERHOURS 32.80 INTC---7/17 CLOSE 29.08 AFTERHOURS 28.58 ITWO---7/18 CLOSE 7.48 AFTERHOURS 7.43 JDSU---7/24 CLOSE 7.66 AFTERHOURS 7.67 NTAP--- 8/14 CLOSE 13.98 AFTERHOURS 13.93 ORCL---6/18 CLOSE 15.19 AFTERHOURS 15.12 PMCS--- 7/19 CLOSE 34.67 AFTERHOURS 34.84 QCOM--- 7/25 CLOSE 66.11 AFTERHOURS 66.15 RMBS---7/12 CLOSE 5.67 AFTERHOURS 5.66 RNWK---7/17 CLOSE 7.30 AFTERHOUR 7.27 SEBL---7/18 CLOSE 23.53 AFTERHOURS 23.39 SNDK---7/18 CLOSE 21.73 AFTERHOURS 21.72 SSTI---7/12 CLOSE 9.41 AFTERHOURS 9.30 SUNW---7/19 CLOSE 14.97 AFTERHOURS 14.99 WIND---8/16 CLOSE 15.10 AFTERHOURS 15.10 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.