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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: straight life who wrote (10001)11/9/1999 6:52:00 AM
From: unclewest  Read Replies (2) of 54805
 
But prior to GG I'd always look for a cheaper stock as a good value investor, using traditional value metrics, like the one you quote: "UTC pe is 20, Cree pe is @75.

However when you buy a cheap company, you often get a cheap company:"First products due to ship in January, slippage from original plans for September."

Versus CREE's plans to expand capacity 6X this year alone

straight life,
utc uses sapphire. cree uses silicon carbide SiC. i do not believe utc will be any competition to cree. thay may be competition to the other sapphire guys though.

cree's 5 point gain yesterday from 45-50 is the equivalent of 32 points by q.
unclewest
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