To: Murrey Walker who wrote (45550 ) 12/22/2001 12:57:28 AM From: Dealer Read Replies (1) | 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 39.37 AFTERHOURS 39.80 CREE CLOSE 29.69 AFTERHOURS 29.68 *CSCO CLOSE 18.19 AFTERHOURS 18.33 ELON CLOSE 12.48 AFTERHOURS 12.36 EMC CLOSE 13.80 AFTERHOURS 13.98 *GMST CLOSE 26.88 AFTERHOURS 27.45 *INTC CLOSE 32.41 AFTERHOURS 32.53 ITWO CLOSE 6.58 AFTERHOURS 6.72 *JDSU CLOSE 8.45 AFTERHOURS 8.52 *NTAP CLOSE 22.60 AFTERHOURS 22.74 ORCL CLOSE 14.38 AFTERHOURS 14.52 PMCS CLOSE 20.01 AFTERHOURS 20.07 *QCOM CLOSE 49.99 AFTERHOURS 50.18 RMBS CLOSE 8.01 AFTERHOURS 8.08 RNWK CLOSE 5.59 AFTERHOUR 5.69 *SEBL CLOSE 28.85 AFTERHOURS 28.85 SNDK CLOSE 13.41 AFTERHOURS 13.50 SSTI CLOSE 9.53 AFTERHOURS 9.60 SUNW CLOSE 11.74 AFTERHOURS 11.75 WIND CLOSE 18.05 AFTERHOURS 18.10 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.