Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (17253)	2/5/2000 12:19:00 PM
From: mauser96	of 54805

I don't think Cree has much choice in this. Their customers are big and powerful, and other products can be substituted for LED.At this stage getting LED used and getting market share are the important things. I would be more than happy if Cree profits turned out to be even close to Intel's profits <<gg>> Speaking of Intel, the FM calls it a gorilla, but I'm inclined to agree that it is more likely a extraordinarily powerful King. If so, it's probably always been a King, protected by the best manufacturing abilities in the business, and the brilliant move toward branding it's products. I will always have a warm and fuzzy feeling toward Intel, because an almost all or nothing bet on it (much like your QCOM bet) years ago gave me enough to live on for nearly a decade.

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