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

To: stockman_scott who wrote (42305)	9/20/2001 11:51:07 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 23.66 AFTERHOURS 23.71 CREE---7/11 CLOSE 15.30 AFTERHOURS 12.01 CSCO---8/7 CLOSE 12.88 AFTERHOURS 12.79 ELON---7/19 CLOSE 12.01 AFTERHOURS 11.98 EMC---7/19 CLOSE 12.62 AFTERHOURS 12.19 GMST---8/13 CLOSE 17.89 AFTERHOURS 17.89 INTC---7/17 CLOSE 20.67 AFTERHOURS 20.72 ITWO---7/18 CLOSE 3.96 AFTERHOURS 3.85 JDSU---7/24 CLOSE 5.72 AFTERHOURS 5.70 NTAP--- 8/14 CLOSE 9.13 AFTERHOURS 13.00 ORCL---6/18 CLOSE 11.31 AFTERHOURS 11.29 PMCS--- 7/19 CLOSE 17.16 AFTERHOURS 17.25 QCOM--- 7/25 CLOSE 45.54 AFTERHOURS 45.28 RMBS---7/12 CLOSE 8.14 AFTERHOURS 8.001 RNWK---7/17 CLOSE 3.71 AFTERHOUR 3.75 SEBL---7/18 CLOSE 14.00 AFTERHOURS 14.11 SNDK---7/18 CLOSE 11.99 AFTERHOURS 11.90 SSTI---7/12 CLOSE 4.61 AFTERHOURS 4.74 SUNW---7/19 CLOSE 8.47 AFTERHOURS 8.38 WIND---8/16 CLOSE 11.19 AFTERHOURS 11.1217 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.