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

To: RocketMan who wrote (42727)	10/1/2001 8:10:22 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 18.77 AFTERHOURS 18.70 CREE---7/11 CLOSE 14.71 AFTERHOURS 14.71 CSCO---8/7 CLOSE 11.90 AFTERHOURS 11.86 ELON---7/19 CLOSE 11.62 AFTERHOURS 11.50 EMC---7/19 CLOSE 11.10 AFTERHOURS 11.09 GMST---8/13 CLOSE 18.62 AFTERHOURS 19.05 INTC---7/17 CLOSE 20.01 AFTERHOURS 20.06 ITWO---7/18 CLOSE 3.27 AFTERHOURS 3.26 JDSU---7/24 CLOSE 6.49 AFTERHOURS 6.66 NTAP--- 8/14 CLOSE 6.54 AFTERHOURS 6.60 ORCL---6/18 CLOSE 12.58 AFTERHOURS 12.48 PMCS--- 7/19 CLOSE 9.87 AFTERHOURS 9.95 QCOM--- 7/25 CLOSE 44.80 AFTERHOURS 44.92 RMBS---7/12 CLOSE 6.98 AFTERHOURS 6.88 RNWK---7/17 CLOSE 4.82 AFTERHOUR 4.84 SEBL---7/18 CLOSE 13.05 AFTERHOURS 13.00 SNDK---7/18 CLOSE 9.18 AFTERHOURS 9.18 SSTI---7/12 CLOSE 4.46 AFTERHOURS 4.46 SUNW---7/19 CLOSE 8.13 AFTERHOURS 8.10 WIND---8/16 CLOSE 10.17 AFTERHOURS 10.04 The Watch & Wait Index consists of stocks that have some desirable 15.62characteristics but are not necessarily Gorillas or Kings - at least not yet. Most of them will not be, but they bear watching for that possibility.