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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: JRH who wrote (16910)2/1/2000 11:36:00 AM
From: unclewest   of 54805
 
cree is on the thread ww list.

regarding this morning's cree initiation by BofA. this poster has been uncannily accurate in the past so i believe every word...i should have access to the report shortly. he put this on the yahoo cree thread. again target is 200 currently at 98.
unclewest

B of A Cree report tibits
by: harvest_34

9 pages of great details and exciting potential
Here are a few excerpts:
Cree is a unique competitor in all its target market because it controls production end to end.No other player in electronics or opto-electronics can claim to control capital equipment production,substrate production,device processing,and teating to the level that Cree lays claim.
Cree technology addresses a market opportunity we measure in excess of $10 billion.
We believe Cree's white light conversion product win into Nokia's 8850 handset potends a awesome market opportunity.
Cree's SiC development efforts are nothing short of revolutonary!
Competing technologies have significant limitations.
Cree's SiC solutions overcome other compound semiconductor shortcomings
Cree's product portfolio will diversify rapidy in coming years.
Cree's end to end manufacturing approach is unparalleled.
The competitive threats to Cree are modest.
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