To: stockman_scott who wrote (42390 ) 9/21/2001 10:31:42 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 23.98 AFTERHOURS 24.10 CREE---7/11 CLOSE 14.52 AFTERHOURS 14.60 *CSCO---8/7 CLOSE 12.09 AFTERHOURS 12.03 ELON---7/19 CLOSE 12.05 AFTERHOURS 12.029 EMC---7/19 CLOSE 11.15 AFTERHOURS 11.15 *GMST---8/13 CLOSE 17.60 AFTERHOURS 17.94 *INTC---7/17 CLOSE 19.30 AFTERHOURS 19.28 ITWO---7/18 CLOSE 4.22 AFTERHOURS 4.22 *JDSU---7/24 CLOSE 5.36 AFTERHOURS 5.39 *NTAP--- 8/14 CLOSE 8.02 AFTERHOURS 7.80 ORCL---6/18 CLOSE 10.76 AFTERHOURS 10.74 PMCS--- 7/19 CLOSE 14.96 AFTERHOURS 14.90 *QCOM--- 7/25 CLOSE 44.89 AFTERHOURS 44.60 RMBS---7/12 CLOSE 7.79 AFTERHOURS 7.87 RNWK---7/17 CLOSE 3.34 AFTERHOUR 3.45 *SEBL---7/18 CLOSE 13.33 AFTERHOURS 13.38 SNDK---7/18 CLOSE 10.82 AFTERHOURS 10.60 SSTI---7/12 CLOSE 4.03 AFTERHOURS 4.05 SUNW---7/19 CLOSE 7.96 AFTERHOURS 8.04 WIND---8/16 CLOSE 10.40 AFTERHOURS 10.35 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.