To: Voltaire who wrote (42180 ) 9/19/2001 10:32:59 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 23.44 AFTERHOURS 23.65 CREE---7/11 CLOSE 16.40 AFTERHOURS 16.40 *CSCO---8/7 CLOSE 13.49 AFTERHOURS 13.48 ELON---7/19 CLOSE 12.50 AFTERHOURS 12.69 EMC---7/19 CLOSE 12.60 AFTERHOURS 12.00 *GMST---8/13 CLOSE 19.15 AFTERHOURS 19.05 *INTC---7/17 CLOSE 22.28 AFTERHOURS 22.25 ITWO---7/18 CLOSE 4.40 AFTERHOURS 4.40 *JDSU---7/24 CLOSE 5.70 AFTERHOURS 5.70 *NTAP--- 8/14 CLOSE 9.29 AFTERHOURS 9.47 ORCL---6/18 CLOSE 11.20 AFTERHOURS 11.11 PMCS--- 7/19 CLOSE 19.10 AFTERHOURS 19.14 *QCOM--- 7/25 CLOSE 45.00 AFTERHOURS 44.94 RMBS---7/12 CLOSE 8.65 AFTERHOURS 8.85 RNWK---7/17 CLOSE 4.30 AFTERHOUR 4.32 *SEBL---7/18 CLOSE 15.01 AFTERHOURS 15.30 SNDK---7/18 CLOSE 13.42 AFTERHOURS 13.42 SSTI---7/12 CLOSE 5.24 AFTERHOURS 5.20 SUNW---7/19 CLOSE 9.10 AFTERHOURS 9.11 WIND---8/16 CLOSE 11.50 AFTERHOURS 11.50 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.