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: stockman_scott who wrote (45292)	1/3/2002 8:04:09 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 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 CLOSE 47.70 AFTERHOURS 47.80 CREE CLOSE 32.33 AFTERHOURS 32.29 CSCO CLOSE 20.76 AFTERHOURS 20.80 ELON CLOSE 15.50 AFTERHOURS 15.50 EMC CLOSE 16.59 AFTERHOURS 16.80 GMST CLOSE 25.46 AFTERHOURS 25.40 INTC CLOSE 35.52 AFTERHOURS 35.50 ITWO CLOSE 8.61 AFTERHOURS 8.60 JDSU CLOSE 9.52 AFTERHOURS 9.51 NTAP CLOSE 26.89 AFTERHOURS 26.80 ORCL CLOSE 15.29 AFTERHOURS 15.30 PMCS CLOSE 25.00 AFTERHOURS 25.25 QCOM CLOSE 51.98 AFTERHOURS 51.81 RMBS CLOSE 8.88 AFTERHOURS 8.90 RNWK CLOSE 6.35 AFTERHOUR 6.33 SEBL CLOSE 31.55 AFTERHOURS 31.90 SNDK CLOSE 16.54 AFTERHOURS 16.65 SSTI CLOSE 10.41 AFTERHOURS 10.65 SUNW CLOSE 13.42 AFTERHOURS 13.40 WIND CLOSE 18.00 AFTERHOURS 17.90 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.