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

To: Dealer who wrote (47327)	2/1/2002 12:55:17 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 & EARNINGS RELESE 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 CLOSE 42.47 AFTERHOURS 42.20 CREE CLOSE 19.14 AFTERHOURS 19.00 CSCO CLOSE 19.80 AFTERHOURS 19.74 ELON CLOSE 20.34 AFTERHOURS 20.20 EMC CLOSE 16.40 AFTERHOURS 16.20 GMST CLOSE 18.20 AFTERHOURS 18.30 INTC CLOSE 35.04 AFTERHOURS 34.94 ITWO CLOSE 7.43 AFTERHOURS 7.41 JDSU CLOSE 7.00 AFTERHOURS 6.93 NTAP CLOSE 17.95 AFTERHOURS 18.04 ORCL CLOSE 17.26 AFTERHOURS 17.10 PMCS CLOSE 7.18 AFTERHOURS 23.76 QCOM CLOSE 44.05 AFTERHOURS 44.21 RBAK CLOSE 4.82 AFTERHOURS 4.86 RMBS CLOSE 7.18 AFTERHOURS 7.18 RNWK CLOSE 6.51 AFTERHOUR 6.15 SEBL CLOSE 35.39 AFTERHOURS 35.35 SNDK CLOSE 15.41 AFTERHOURS 15.30 SSTI CLOSE 8.28 AFTERHOURS 8.40 SUNW CLOSE 10.76 AFTERHOURS 10.68 WIND CLOSE 18.03 AFTERHOURS 18.01 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. Jan 19 CREE RMBS Jan 15 INTC JNPR Jan 16 AAPL AMD CPQ RBAK Jan 17 ELON IBM NT Jan 18 SUNW Jan 22 EMLX MOT Jan 23 BRCM SNDK SEBL Jan 24 PMCS QCOM JDSU Jan 29 INSP NEWP RNWK Jan 31 IMNY Feb 6 CSCO