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

To: stockman_scott who wrote (42677)	9/28/2001 8:12:56 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 20.30 AFTERHOURS 20.45 CREE---7/11 CLOSE 14.78 AFTERHOURS 14.78 CSCO---8/7 CLOSE 12.18 AFTERHOURS 12.23 ELON---7/19 CLOSE 12.48 AFTERHOURS 12.26 EMC---7/19 CLOSE 11.75 AFTERHOURS 11.95 GMST---8/13 CLOSE 19.71 AFTERHOURS 20.20 INTC---7/17 CLOSE 20.44 AFTERHOURS 20.44 ITWO---7/18 CLOSE 3.44 AFTERHOURS 3.53 JDSU---7/24 CLOSE 6.32 AFTERHOURS 6.36 NTAP--- 8/14 CLOSE 6.80 AFTERHOURS 6.79 ORCL---6/18 CLOSE 12.58 AFTERHOURS 12.53 PMCS--- 7/19 CLOSE 10.27 AFTERHOURS 10.32 QCOM--- 7/25 CLOSE 47.54 AFTERHOURS 47.50 RMBS---7/12 CLOSE 7.36 AFTERHOURS 7.35 RNWK---7/17 CLOSE 4.86 AFTERHOUR 4.85 SEBL---7/18 CLOSE 13.01 AFTERHOURS 13.09 SNDK---7/18 CLOSE 9.86 AFTERHOURS 9.86 SSTI---7/12 CLOSE 4.63 AFTERHOURS 4.63 SUNW---7/19 CLOSE 8.27 AFTERHOURS 8.25 WIND---8/16 CLOSE 10.50 AFTERHOURS 10.50 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.