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

To: stockman_scott who wrote (42751)	10/2/2001 9:45:50 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 19.60 AFTERHOURS 19.60 CREE---7/11 CLOSE 14.70 AFTERHOURS 14.69 CSCO---8/7 CLOSE 11.48 AFTERHOURS 11.53 ELON---7/19 CLOSE 11.58 AFTERHOURS 11.00 EMC---7/19 CLOSE 11.00 AFTERHOURS 11.30 GMST---8/13 CLOSE 18.34 AFTERHOURS 18.36 INTC---7/17 CLOSE 19.54 AFTERHOURS 19.55 ITWO---7/18 CLOSE 3.39 AFTERHOURS 3.36 JDSU---7/24 CLOSE 6.26 AFTERHOURS 6.23 NTAP--- 8/14 CLOSE 6.85 AFTERHOURS 6.83 ORCL---6/18 CLOSE 12.60 AFTERHOURS 12.68 PMCS--- 7/19 CLOSE 9.89 AFTERHOURS 9.95 QCOM--- 7/25 CLOSE 45.87 AFTERHOURS 45.65 RMBS---7/12 CLOSE 7.00 AFTERHOURS 6.90 RNWK---7/17 CLOSE 5.04 AFTERHOUR 4.99 SEBL---7/18 CLOSE 15.06 AFTERHOURS 15.16 SNDK---7/18 CLOSE 9.42 AFTERHOURS 9.35 SSTI---7/12 CLOSE 4.35 AFTERHOURS 4.40 SUNW---7/19 CLOSE 8.01 AFTERHOURS 8.02 WIND---8/16 CLOSE 10.00 AFTERHOURS 9.95 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.