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

To: stockman_scott who wrote (41021)	9/6/2001 11:07:50 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 30.78 AFTERHOURS 31.58 CREE---7/11 CLOSE 19.11 AFTERHOURS 19.25 CSCO---8/7 CLOSE 14.40 AFTERHOURS 14.74 ELON---7/19 CLOSE 14.09 AFTERHOURS 14.12 EMC---7/19 CLOSE 13.88 AFTERHOURS 13.98 GMST---8/13 CLOSE 26.49 AFTERHOURS 26.49 INTC---7/17 CLOSE 26.10 AFTERHOURS 26.95 ITWO---7/18 CLOSE 5.11 AFTERHOURS 5.17 JDSU---7/24 CLOSE 6.25 AFTERHOURS 6.41 NTAP--- 8/14 CLOSE 11.14 AFTERHOURS 11.56 ORCL---6/18 CLOSE 10.92 AFTERHOURS 11.20 PMCS--- 7/19 CLOSE 26.00 AFTERHOURS 26.55 QCOM--- 7/25 CLOSE 48.51 AFTERHOURS 48.90 RMBS---7/12 CLOSE 6.15 AFTERHOURS 6.23 RNWK---7/17 CLOSE 5.84 AFTERHOUR 5.84 SEBL---7/18 CLOSE 19.39 AFTERHOURS 19.65 SNDK---7/18 CLOSE 17.87 AFTERHOURS 17.87 SSTI---7/12 CLOSE 7.78 AFTERHOURS 7.631 SUNW---7/19 CLOSE 10.46 AFTERHOURS 10.69 WIND---8/16 CLOSE 13.57 AFTERHOURS 13.00 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.