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

To: stockman_scott who wrote (41146)	9/10/2001 8:01:01 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 30.59 AFTERHOURS 30.59 CREE---7/11 CLOSE 19.10 AFTERHOURS 18.80 CSCO---8/7 CLOSE 14.47 AFTERHOURS 14.50 ELON---7/19 CLOSE 12.90 AFTERHOURS 12.90 EMC---7/19 CLOSE 13.95 AFTERHOURS 14.12 GMST---8/13 CLOSE 25.44 AFTERHOURS 25.47 INTC---7/17 CLOSE 26.07 AFTERHOURS 26.15 ITWO---7/18 CLOSE 5.70 AFTERHOURS 5.70 JDSU---7/24 CLOSE 6.21 AFTERHOURS 6.23 NTAP--- 8/14 CLOSE 10.62 AFTERHOURS 10.54 ORCL---6/18 CLOSE 11.46 AFTERHOURS 11.50 PMCS--- 7/19 CLOSE 24.74 AFTERHOURS 24.30 QCOM--- 7/25 CLOSE 50.54 AFTERHOURS 50.33 RMBS---7/12 CLOSE 6.17 AFTERHOURS 6.18 RNWK---7/17 CLOSE 5.51 AFTERHOUR 5.49 SEBL---7/18 CLOSE 19.58 AFTERHOURS 19.50 SNDK---7/18 CLOSE 15.66 AFTERHOURS 15.62 SSTI---7/12 CLOSE 6.92 AFTERHOURS 6.99 SUNW---7/19 CLOSE 10.29 AFTERHOURS 10.30 WIND---8/16 CLOSE 13.12 AFTERHOURS 13.12 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.