Replies to post #324 on Porchers

[Vendit]

<font color=red>Voltaire's Porch Basket of Stocks </font>
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

SYMBOL---EARNINGS DATE

CSCO---5/8
CLOSE 15.60
AFTERHOURS 15.78

GMST---3/7
CLOSE 39.91
AFTERHOURS 40.00

INTC---4/17
CLOSE 30.18
AFTERHOURS 30.30

JDSU---4/26
CLOSE 19.26
AFTERHOURS 19.59

NTAP---5/10
CLOSE 21.86
AFTERHOURS 22.24

QCOM---4/17
CLOSE 56.30
AFTERHOURS 56.50

SEBL---4/18
CLOSE 45.70
AFTERHOURS 45.98

The following Stocks are on the Gorilla and King Wait and
Watchlist

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. They are as follows:

BRCM---4/17
CLOSE 37.40
AFTERHOURS 37.74

CREE---4/12
CLOSE 19.79
AFTERHOURS 19.86

ELON---4/18
CLOSE 17.41
AFTERHOURS 17.72

ITWO---4/18
CLOSE 16.22
AFTERHOURS 16.45

PMCS---4/19
CLOSE 37.95
AFTERHOURS 38.49

RMBS---4/12
CLOSE 17.07
AFTERHOURS 16.95

RNWK---4/17
CLOSE 8.94
AFTERHOUR 8.89

SNDK---4/25
CLOSE 26.00
AFTERHOURS 26.49

WIND---5/31
CLOSE 27.84
AFTERHOURS 27.84

"Voltaire's Cover Call Strategy 101" see Post # 9490

Post #'s of Recent Cover Call Strategy Discussions
From recent discussions--August 16,17 and 18, 2000 see post #31425 updated 8/31/00

27272 Original Posts "Voltaire Cover Call Strategy 101"</font>