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

To: stockman_scott who wrote (42622)	9/27/2001 8:15:07 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 20.00 AFTERHOURS 20.10 CREE---7/11 CLOSE 14.50 AFTERHOURS 14.80 CSCO---8/7 CLOSE 11.24 AFTERHOUR 11.37 ELON---7/19 CLOSE 12.45 AFTERHOURS 12.59 EMC---7/19 CLOSE 11.89 AFTERHOURS 11.92 GMST---8/13 CLOSE 19.15 AFTERHOURS 19.15 INTC---7/17 CLOSE 20.55 AFTERHOURS 20.59 ITWO---7/18 CLOSE 3.49 AFTERHOURS 3.41 JDSU---7/24 CLOSE 6.03 AFTERHOURS 6.05 NTAP--- 8/14 CLOSE 6.68 AFTERHOURS 6.76 ORCL---6/18 CLOSE 12.04 AFTERHOURS 12.10 PMCS--- 7/19 CLOSE 10.05 AFTERHOURS 10.20 QCOM--- 7/25 CLOSE 47.56 AFTERHOURS 47.60 RMBS---7/12 CLOSE 7.19 AFTERHOURS 7.20 RNWK---7/17 CLOSE 4.72 AFTERHOUR 4.82 SEBL---7/18 CLOSE 12.98 AFTERHOURS 13.07 SNDK---7/18 CLOSE 9.01 AFTERHOURS 9.10 SSTI---7/12 CLOSE 4.88 AFTERHOURS 4.75 SUNW---7/19 CLOSE 7.91 AFTERHOURS 8.05 WIND---8/16 CLOSE 10.29 AFTERHOURS 10.00 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.