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

To: stockman_scott who wrote (40678)	8/28/2001 8:10:26 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 34.28 AFTERHOURS 34.17 CREE---7/11 CLOSE 22.75 AFTERHOURS 22.55 CSCO---8/7 CLOSE 17.09 AFTERHOURS 17.20 ELON---7/19 CLOSE 16.50 AFTERHOURS 16.50 EMC---7/19 CLOSE 16.90 AFTERHOURS 16.80 GMST---8/13 CLOSE 31.26 AFTERHOURS 31.02 INTC---7/17 CLOSE 28.51 AFTERHOURS 28.65 ITWO---7/18 CLOSE 6.74 AFTERHOURS 6.889 JDSU---7/24 CLOSE 7.11 AFTERHOURS 7.14 NTAP--- 8/14 CLOSE 13.25 AFTERHOURS 13.26 ORCL---6/18 CLOSE 14.01 AFTERHOURS 14.07 PMCS--- 7/19 CLOSE 32.66 AFTERHOURS 32.61 QCOM--- 7/25 CLOSE 62.80 AFTERHOURS 62.60 RMBS---7/12 CLOSE 6.98 AFTERHOURS 6.85 RNWK---7/17 CLOSE 7.09 AFTERHOUR 7.05 SEBL---7/18 CLOSE 22.74 AFTERHOURS 22.80 SNDK---7/18 CLOSE 21.15 AFTERHOURS 21.15 SSTI---7/12 CLOSE 9.25 AFTERHOURS 9.25 SUNW---7/19 CLOSE 13.56 AFTERHOURS 13.65 WIND---8/16 CLOSE 15.01 AFTERHOURS 15.05 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.