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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: FLSTF97 who wrote (17873)2/14/2000 8:07:00 AM
From: unclewest   of 54805
 
I think that anyone who wants to buy CREE shouldn't think that there is absolutely no competition out there.

I guess we could argue the meaning of "significant". All the indications that I can find indicate that CREE is indeed firing on all cylinders. But the potential competitors should not be ignored. The picture is somewhat complicated by trying to determine who CREE's competitors are likely to be in the future.

Although I think the stock is somewhat ahead of itself, I also believe that if there are no mistakes made by CREE in the next 18 months or so and one of the other devices becomes qualified, then there could be very significant upside to the stock.

I don't perceive it to be as limited in risk as others might.

fatboy,
i believe i brought cree to the thread.
i am reposting your message to make a point because i agree with all of it.
i also agree that new devices will create significantly more upside...i also believe that if cree is successful in putting the 2 new production facilities on-line this summer and fall and if they have a market for that production, even if only LEDs, cree will perform. cree's current margins are 53%.
unclewest
still waiting to find out what the other $250 million will be used for.
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