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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (7413)	10/3/1999 10:30:00 PM
From: JohnG	Read Replies (1) of 54805

Mike Buckley. We discussed CREE and SiC and Siemens a few months back. Do you know whether CREE's current head start(s)are protected by IP. IP provides the protection a small tech company needs if it is to have a chance to grow into a major force. Looking around, I don't see anything close to having Q's potential. RMBS is on the back burner. GMST seems awfully costly, but, I don't feel qualifies to value it. CTXS is cheap, but so confusing I wonder if investors will ever feel secure with a vision that it will show sustained large scale growth. JDSU is becoming very highly valued. MEDI, RFMD,and NTAP seem to have had their run. There are CSCO and MSFT with life left. But what technology is it that can both be locked up and result is many years of hi rate growth. Could CREE possibly hold IPR to lock up technology which will be key to a future course unavoidable if progress continuse. I guess I come back to looking at CTXS, GMST, and possibly CREE as compared to my present 90+% Q. Perhaps KISS and stick w/ Q is the best choice after all. Mike, which of these are your leading contenders? JohnG

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