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

To: stockman_scott who wrote (42807)	10/3/2001 10:01:38 PM
From: Dealer	Read Replies (3) \| 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 22.09 AFTERHOURS 22.40 CREE---7/11 CLOSE 15.99 AFTERHOURS 14.2228 CSCO---8/7 CLOSE 13.95 AFTERHOURS 13.91 ELON---7/19 CLOSE 12.50 AFTERHOURS 12.42 EMC---7/19 CLOSE 11.91 AFTERHOURS 12.10 GMST---8/13 CLOSE 20.25 AFTERHOURS 20.15 INTC---7/17 CLOSE 21.23 AFTERHOURS 21.04 ITWO---7/18 CLOSE 4.11 AFTERHOURS 4.08 JDSU---7/24 CLOSE 7.13 AFTERHOURS 6.98 NTAP--- 8/14 CLOSE 8.30 AFTERHOURS 8.45 ORCL---6/18 CLOSE 13.66 AFTERHOURS 13.70 PMCS--- 7/19 CLOSE 12.08 AFTERHOURS 12.08 QCOM--- 7/25 CLOSE 44.81 AFTERHOURS 44.94 RMBS---7/12 CLOSE 7.75 AFTERHOURS 7.60 RNWK---7/17 CLOSE 5.35 AFTERHOUR 5.25 SEBL---7/18 CLOSE 17.61 AFTERHOURS 17.70 SNDK---7/18 CLOSE 11.32 AFTERHOURS 11.51 SSTI---7/12 CLOSE 4.77 AFTERHOURS 4.52 SUNW---7/19 CLOSE 9.00 AFTERHOURS 9.03 WIND---8/16 CLOSE 11.60 AFTERHOURS 11.60 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.