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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (17719)2/11/2000 8:43:00 AM
From: LindyBill  Read Replies (1) of 54805
 
RE: CREE
many of the same enthusiasts about CREE were equally enthusiastic
investors in Rambus

Snas, I agree that CREE is early in its adoption cycle, but I really think that a Cree/Rambus comparison is "apples and oranges".

I was negative on Rambus from day one, because it's marketing was a "one trick pony", dependent on INTC for sales.

I bought Cree because they seem to have a "lock", for now, on a product with tremendous potential, and a widespread use among many different types of customers that would buy the product even without a "second source" available. The only negatives I can see this year, which is a far as I look for investing my money in this type of company today, is:

1) The main production plant burns down, or suffers an earthquake.
2) A bad quarterly report. (As the street perceives it)
3) The "Union of Concerned Scientists" issues a report that Cree's products are harmful to your health!
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