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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jill who wrote (7431)10/4/1999 9:44:00 AM
From: JohnG  Read Replies (2) of 54805
 
Jill. Cree operates in an interesting and possibly explosive area, but I am thinking that it will take some IP to keep them from being swallowed by larger companies or being overcome by research from some large company operating in the same area. I can't tell whether they have it or not.

IP makes a big difference. For example, GMST is called a patent terrorist my some in the industry. They have first mover advantage in VCR+, but in guides and possibly other areas, it is IP that may just make them wealthy.
JohnG
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