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

To: stockman_scott who wrote (40981)	9/5/2001 10:04:00 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 32.52 AFTERHOURS 32.63 CREE---7/11 CLOSE 19.99 AFTERHOURS 19.90 CSCO---8/7 CLOSE 14.88 AFTERHOURS 14.93 ELON---7/19 CLOSE 15.00 AFTERHOURS 15.00 EMC---7/19 CLOSE 14.50 AFTERHOURS 14.45 GMST---8/13 CLOSE 27.09 AFTERHOURS 27.20 INTC---7/17 CLOSE 27.47 AFTERHOURS 27.45 ITWO---7/18 CLOSE 5.63 AFTERHOURS 5.27 JDSU---7/24 CLOSE 6.48 AFTERHOURS 6.42 NTAP---8/14 CLOSE 11.72 AFTERHOURS 11.72 ORCL---6/18 CLOSE 12.07 AFTERHOURS 12.04 PMCS--- 7/19 CLOSE 28.00 AFTERHOURS 28.13 QCOM--- 7/25 CLOSE 53.21 AFTERHOURS 53.49 RMBS---7/12 CLOSE 6.01 AFTERHOURS 6.00 RNWK---7/17 CLOSE 6.55 AFTERHOUR 6.92 SEBL---7/18 CLOSE 21.05 AFTERHOURS 21.08 SNDK---7/18 CLOSE 18.58 AFTERHOURS 18.58 SSTI---7/12 CLOSE 8.03 AFTERHOURS 8.08 SUNW---7/19 CLOSE 10.63 AFTERHOURS 10.70 WIND---8/16 CLOSE 14.59 AFTERHOURS 14.68 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.