ratan: I have both PANL & CREE. I do not see any particular impact from PANL on CREE---size, stage of growth, & focus are too different to relate them together now.
As an investor, I own both PANL & CREE. I did similar thing with QCOM & IDC---I still own both of them &, recently, I added more IDC to my position. In either case, i.e., PANL/CREE or QCOM/IDC, I have enjoyed the 'Excitement' per Dr. J's description (=>profiting from PANL, CREE, QCOM, & IDC).
Regards, ManX p.s., Dr. J. : Qualcomm CEO. p.s.s., I highly respect unclewest's opinion about any new stock that I find of some interest. I am sure that he will have a more precise idea about these stocks. |