To: stockman_scott who wrote (47658 ) 2/13/2002 8:03:06 PM From: Dealer 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 40.36 AFTERHOURS 39.75 CREE CLOSE 15.95 AFTERHOURS 15.94 *CSCO CLOSE 17.52 AFTERHOURS 17.52 ELON CLOSE 20.85 AFTERHOURS 21.501 EMC CLOSE 14.49 AFTERHOURS 14.45 *GMST CLOSE 17.92 AFTERHOURS 18.12 *INTC CLOSE 33.38 AFTERHOURS 33.45 ITWO CLOSE 6.05 AFTERHOURS 6.15 *JDSU CLOSE 6.47 AFTERHOURS 6.47 *NTAP CLOSE 19.34 AFTERHOURS 19.05 ORCL CLOSE 16.12 AFTERHOURS 16.11 PMCS CLOSE 22.44 AFTERHOURS 22.39 *QCOM CLOSE 41.90 AFTERHOURS 41.92 RBAK CLOSE 4.39 AFTERHOURS 4.36 RMBS CLOSE 6.67 AFTERHOURS 6.66 RNWK CLOSE 6.00 AFTERHOUR 6.00 *SEBL CLOSE 34.79 AFTERHOURS 34.63 SNDK CLOSE 15.74 AFTERHOURS 15.74 SSTI CLOSE 8.04 AFTERHOURS 8.02 SUNW CLOSE 9.80 AFTERHOURS 9.75 WIND CLOSE 16.76 AFTERHOURS 16.76 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.