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

To: Jill who wrote (41975)	9/17/2001 7:32:11 PM
From: Dealer	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 26.27 AFTERHOURS 26.35 CREE---7/11 CLOSE 17.78 AFTERHOURS 17.50 CSCO---8/7 CLOSE 14.00 AFTERHOURS 14.01 ELON---7/19 CLOSE 12.30 AFTERHOURS 12.30 EMC---7/19 CLOSE 13.75 AFTERHOURS 13.95 GMST---8/13 CLOSE 19.01 AFTERHOURS 18.99 INTC---7/17 CLOSE 23.59 AFTERHOURS 23.78 ITWO---7/18 CLOSE 4.36 AFTERHOURS 4.50 JDSU---7/24 CLOSE 5.85 AFTERHOURS 5.92 NTAP--- 8/14 CLOSE 9.97 AFTERHOURS 10.00 ORCL---6/18 CLOSE 11.01 AFTERHOURS 11.069 PMCS--- 7/19 CLOSE 20.92 AFTERHOURS 21.27 QCOM--- 7/25 CLOSE 45.79 AFTERHOURS 46.30 RMBS---7/12 CLOSE 6.65 AFTERHOURS 6.66 RNWK---7/17 CLOSE 4.80 AFTERHOUR 5.20 SEBL---7/18 CLOSE 16.71 AFTERHOURS 16.70 SNDK---7/18 CLOSE 14.25 AFTERHOURS 14.25 SSTI---7/12 CLOSE 5.91 AFTERHOURS 5.79 SUNW---7/19 CLOSE 9.85 AFTERHOURS 9.85 WIND---8/16 CLOSE 12.51 AFTERHOURS 12.42 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.