To: stockman_scott who wrote (47837 ) 2/20/2002 8:02:53 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 34.57 AFTERHOURS 34.52 CREE CLOSE 14.24 AFTERHOURS 14.37 *CSCO CLOSE 16.69 AFTERHOURS 16.71 ELON CLOSE 17.94 AFTERHOURS 18.16 EMC CLOSE 13.20 AFTERHOURS 13.00 *GMST CLOSE 17.79 AFTERHOURS 17.87 *INTC CLOSE 31.44 AFTERHOURS 31.45 ITWO CLOSE 5.43 AFTERHOURS 5.48 *JDSU CLOSE 5.81 AFTERHOURS 5.80 *NTAP CLOSE 18.05 AFTERHOURS 18.12 ORCL CLOSE 15.51 AFTERHOURS 15.63 PMCS CLOSE 19.20 AFTERHOURS 19.22 *QCOM CLOSE 35.91 AFTERHOURS 36.20 RBAK CLOSE 3.72 AFTERHOURS 3.72 RMBS CLOSE 5.84 AFTERHOURS 5.79 RNWK CLOSE 5.57 AFTERHOUR 5.57 *SEBL CLOSE 30.89 AFTERHOURS 30.70 SNDK CLOSE 15.44 AFTERHOURS 15.44 SSTI CLOSE 8.10 AFTERHOURS 8.07 SUNW CLOSE 8.42 AFTERHOURS 8.50 WIND CLOSE 15.49 AFTERHOURS 15.51 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.