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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (14812)	1/10/2000 12:17:00 PM
From: Robert Jacobs	Read Replies (1) of 54805

the 12x current capacity is what cree needs to expand their production to meet the demand that is visible for the next 18 months so the capacity will be absorbed by orders. i have also learned that the customers even in the 18 mo scenario are on allocation and none of the above takes into account new product orders for MESFET or power devices. Also, cthr's rescheduling will have no effect on earnings as they will just move orders up to fill the crystal growers that cthr will make available. replay conf call...to hear that

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