To: Dealer who wrote (40852 ) 8/31/2001 8:06:13 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---7/18 CLOSE 32.15 AFTERHOURS 32.50 CREE---7/11 CLOSE 20.97 AFTERHOURS 21.00 *CSCO---8/7 CLOSE 16.33 AFTERHOURS 16.38 ELON---7/19 CLOSE 16.44 AFTERHOURS 16.44 EMC---7/19 CLOSE 15.46 AFTERHOURS 15.46 *GMST---8/13 CLOSE 29.66 AFTERHOURS 29.65 *INTC---7/17 CLOSE 27.96 AFTERHOURS 28.15 ITWO---7/18 CLOSE 6.66 AFTERHOURS 6.65 *JDSU---7/24 CLOSE 7.05 AFTERHOURS 7.09 *NTAP--- 8/14 CLOSE 12.96 AFTERHOURS 12.74 ORCL---6/18 CLOSE 12.21 AFTERHOURS 12.53 PMCS--- 7/19 CLOSE 30.75 AFTERHOURS 30.70 *QCOM--- 7/25 CLOSE 58.85 AFTERHOURS 58.90 RMBS---7/12 CLOSE 6.23 AFTERHOURS 6.30 RNWK---7/17 CLOSE 7.22 AFTERHOUR 7.22 *SEBL---7/18 CLOSE 21.60 AFTERHOURS 21.65 SNDK---7/18 CLOSE 20.51 AFTERHOURS 20.51 SSTI---7/12 CLOSE 8.73 AFTERHOURS 8.73 SUNW---7/19 CLOSE 11.45 AFTERHOURS 11.49 WIND---8/16 CLOSE 15.20 AFTERHOURS 15.20 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.