Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: James Calladine who wrote (42899)	10/4/2001 8:08:46 PM
From: Dealer	Read Replies (2) \| 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 25.01 AFTERHOURS 24.78 CREE---7/11 CLOSE 17.05 AFTERHOURS 16.90 CSCO---8/7 CLOSE 14.42 AFTERHOURS 14.38 ELON---7/19 CLOSE 13.08 AFTERHOURS 12.75 EMC---7/19 CLOSE 12.50 AFTERHOURS 12.40 GMST---8/13 CLOSE 20.78 AFTERHOURS 20.50 INTC---7/17 CLOSE 21.55 AFTERHOURS 21.56 ITWO---7/18 CLOSE 4.43 AFTERHOURS 4.45 JDSU---7/24 CLOSE 7.02 AFTERHOURS 6.91 NTAP--- 8/14 CLOSE 8.51 AFTERHOURS 8.49 ORCL---6/18 CLOSE 13.79 AFTERHOURS 13.75 PMCS--- 7/19 CLOSE 12.72 AFTERHOURS 12.70 QCOM--- 7/25 CLOSE 42.00 AFTERHOURS 41.50 RMBS---7/12 CLOSE 7.84 AFTERHOURS 7.75 RNWK---7/17 CLOSE 5.32 AFTERHOUR 5.25 SEBL---7/18 CLOSE 18.81 AFTERHOURS 18.63 SNDK---7/18 CLOSE 11.07 AFTERHOURS 11.057 SSTI---7/12 CLOSE 4.97 AFTERHOURS 4.97 SUNW---7/19 CLOSE 9.29 AFTERHOURS 9.20 WIND---8/16 CLOSE 11.59 AFTERHOURS 11.59 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.

To: James Calladine who wrote (42899)	10/4/2001 9:09:37 PM
From: Sully-	Read Replies (5) \| Respond to of 65232

I've said for a long time................. 'Perception is reality............. regardless of the facts.' IMO, this is painfully true in all too many aspects of life. Deceit & denial are often the main cause......... often to the peril of those who cannot or will not seek or accept the truth. BWDIK? Tim