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

To: stockman_scott who wrote (43025)	10/8/2001 7:43:21 PM
From: elpolvo	Respond to of 65232

Where is Bin Laden...? redbay.com -waldo

To: stockman_scott who wrote (43025)	10/8/2001 8:21:25 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 28.75 AFTERHOURS 26.90 CREE---7/11 CLOSE 17.76 AFTERHOURS 17.76 CSCO---8/7 CLOSE 15.05 AFTERHOURS 15.03 ELON---7/19 CLOSE 12.09 AFTERHOURS 12.09 EMC---7/19 CLOSE 13.35 AFTERHOURS 13.50 GMST---8/13 CLOSE 19.00 AFTERHOURS 18.84 INTC---7/17 CLOSE 22.24 AFTERHOURS 22.20 ITWO---7/18 CLOSE 4.11 AFTERHOURS 4.14 JDSU---7/24 CLOSE 6.83 AFTERHOURS 6.85 NTAP--- 8/14 CLOSE 9.42 AFTERHOURS 9.44 ORCL---6/18 CLOSE 13.90 AFTERHOURS 13.85 PMCS--- 7/19 CLOSE 13.60 AFTERHOURS 13.75 QCOM--- 7/25 CLOSE 41.22 AFTERHOURS 41.50 RMBS---7/12 CLOSE 8.00 AFTERHOURS 7.87 RNWK---7/17 CLOSE 5.46 AFTERHOUR 5.45 SEBL---7/18 CLOSE 18.51 AFTERHOURS 18.51 SNDK---7/18 CLOSE 12.04 AFTERHOURS 12.04 SSTI---7/12 CLOSE 5.80 AFTERHOURS 5.62 SUNW---7/19 CLOSE 9.60 AFTERHOURS 9.53 WIND---8/16 CLOSE 12.01 AFTERHOURS 12.00 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.