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

To: stockman_scott who wrote (40741)	8/29/2001 9:53:07 PM
From: Dealer	Read Replies (2) \| 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 33.87 AFTERHOURS 33.48 CREE---7/11 CLOSE 21.40 AFTERHOURS 21.29 CSCO---8/7 CLOSE 17.08 AFTERHOURS 16.89 ELON---7/19 CLOSE 16.40 AFTERHOURS 16.40 EMC---7/19 CLOSE 16.28 AFTERHOURS 16.15 GMST---8/13 CLOSE 29.66 AFTERHOURS 29.66 INTC---7/17 CLOSE 28.10 AFTERHOURS 28.00 ITWO---7/18 CLOSE 6.86 AFTERHOURS 6.75 JDSU---7/24 CLOSE 7.14 AFTERHOURS 7.83 NTAP--- 8/14 CLOSE 13.77 AFTERHOURS 13.58 ORCL---6/18 CLOSE 13.35 AFTERHOURS 13.23 PMCS--- 7/19 CLOSE 31.45 AFTERHOURS 31.00 QCOM--- 7/25 CLOSE 62.72 AFTERHOURS 62.69 RMBS---7/12 CLOSE 6.83 AFTERHOURS 6.80 RNWK---7/17 CLOSE 6.96 AFTERHOUR 6.96 SEBL---7/18 CLOSE 22.37 AFTERHOURS 22.18 SNDK---7/18 CLOSE 20.55 AFTERHOURS 20.55 SSTI---7/12 CLOSE 9.14 AFTERHOURS 9.14 SUNW---7/19 CLOSE 13.43 AFTERHOURS 12.70 WIND---8/16 CLOSE 15.16 AFTERHOURS 15.16 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.