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

To: RR who wrote (47691)	2/15/2002 12:50:13 AM
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 37.10 AFTERHOURS 36.87 CREE CLOSE 15.78 AFTERHOURS 15.52 CSCO CLOSE 17.46 AFTERHOURS 17.36 ELON CLOSE 19.84 AFTERHOURS 19.84 EMC CLOSE 13.90 AFTERHOURS 13.97 GMST CLOSE 19.22 AFTERHOURS 19.24 INTC CLOSE 33.34 AFTERHOURS 33.34 ITWO CLOSE 6.20 AFTERHOURS 6.23 JDSU CLOSE 6.08 AFTERHOURS 6.13 NTAP CLOSE 18.77 AFTERHOURS 18.78 ORCL CLOSE 16.32 AFTERHOURS 16.36 PMCS CLOSE 21.68 AFTERHOURS 21.51 QCOM CLOSE 40.05 AFTERHOURS 40.24 RBAK CLOSE 4.16 AFTERHOURS 4.15 RMBS CLOSE 6.05 AFTERHOURS 5.95 RNWK CLOSE 5.67 AFTERHOUR 5.67 SEBL CLOSE 35.00 AFTERHOURS 34.77 SNDK CLOSE 15.02 AFTERHOURS 14.99 SSTI CLOSE 8.10 AFTERHOURS 8.10 SUNW CLOSE 9.30 AFTERHOURS 9.35 WIND CLOSE 16.73 AFTERHOURS 16.73 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.