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

To: stockman_scott who wrote (41066)	9/7/2001 11:35:47 PM
From: Dealer	Read Replies (3) \| 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 31.41 AFTERHOURS 31.54 CREE---7/11 CLOSE 19.25 AFTERHOURS 19.32 CSCO---8/7 CLOSE 14.36 AFTERHOURS 14.33 ELON---7/19 CLOSE 13.70 AFTERHOURS 13.70 EMC---7/19 CLOSE 13.35 AFTERHOURS 13.27 GMST---8/13 CLOSE 25.64 AFTERHOURS 25.50 INTC---7/17 CLOSE 25.89 AFTERHOURS 25.89 ITWO---7/18 CLOSE 5.67 AFTERHOURS 5.75 JDSU---7/24 CLOSE 6.43 AFTERHOURS 6.54 NTAP--- 8/14 CLOSE 11.01 AFTERHOURS 10.92 ORCL---6/18 CLOSE 11.07 AFTERHOURS 11.08 PMCS--- 7/19 CLOSE 25.60 AFTERHOURS 25.38 QCOM--- 7/25 CLOSE 49.18 AFTERHOURS 49.00 RMBS---7/12 CLOSE 6.42 AFTERHOURS 6.38 RNWK---7/17 CLOSE 5.55 AFTERHOUR 5.36 SEBL---7/18 CLOSE 18.96 AFTERHOURS 18.90 SNDK---7/18 CLOSE 16.53 AFTERHOURS 16.20 SSTI---7/12 CLOSE 7.51 AFTERHOURS 7.51 SUNW---7/19 CLOSE 10.59 AFTERHOURS 19.57 WIND---8/16 CLOSE 13.25 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.