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

To: Dealer who wrote (47439)	2/5/2002 8:16:52 PM
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 39.90 AFTERHOURS 39.98 CREE CLOSE 16.66 AFTERHOURS 16.70 CSCO CLOSE 18.50 AFTERHOURS 18.55 ELON CLOSE 18.45 AFTERHOURS 18.78 EMC CLOSE 14.88 AFTERHOURS 14.88 GMST CLOSE 16.43 AFTERHOURS 15.81 INTC CLOSE 33.80 AFTERHOURS 33.59 ITWO CLOSE 6.71 AFTERHOURS 6.67 JDSU CLOSE 6.18 AFTERHOURS 6.16 NTAP CLOSE 15.97 AFTERHOURS 15.90 ORCL CLOSE 15.81 AFTERHOURS 15.84 PMCS CLOSE 21.85 AFTERHOURS 21.62 QCOM CLOSE 39.81 AFTERHOURS 39.97 RBAK CLOSE 4.08 AFTERHOURS 4.15 RMBS CLOSE 6.55 AFTERHOURS 6.53 RNWK CLOSE 6.13 AFTERHOUR 6.13 SEBL CLOSE 33.70 AFTERHOURS 33.80 SNDK CLOSE 14.63 AFTERHOURS 14.63 SSTI CLOSE 7.38 AFTERHOURS 7.99 SUNW CLOSE 10.15 AFTERHOURS 9.99 WIND CLOSE 17.04 AFTERHOURS 17.04 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