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

To: stockman_scott who wrote (45505)	12/21/2001 12:49:21 AM
From: Dealer	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 36.95 CLOSE 37.20 AFTERHOURS CREE 27.31 CLOSE 27.39 AFTERHOURS CSCO 18.29 CLOSE 18.53 AFTERHOURS ELON 11.52 CLOSE 11.36 AFTERHOURS EMC 13.76 CLOSE 13.85 AFTERHOURS GMST 26.85 CLOSE 26.00 AFTERHOURS INTC 31.95 CLOSE 32.05 AFTERHOURS ITWO 6.40 CLOSE 6.55 AFTERHOURS JDSU 8.20 CLOSE 8.25 AFTERHOURS NTAP 21.40 CLOSE 21.55 AFTERHOURS ORCL 14.49 CLOSE 14.52 AFTERHOURS PMCS 18.26 CLOSE 18.49 AFTERHOURS QCOM 49.56 CLOSE 49.65 AFTERHOURS RMBS 7.48 CLOSE 7.40 AFTERHOURS RNWK 5.41 CLOSE 5.50 AFTERHOUR SEBL 26.93 CLOSE 26.86 AFTERHOURS SNDK 12.90 CLOSE 12.92 AFTERHOURS SSTI 9.00 CLOSE 9.05 AFTERHOURS SUNW 11.85 CLOSE 11.77 AFTERHOURS WIND 17.45 CLOSE 17.24 AFTERHOURS 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.