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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (10671)11/19/1999 9:10:00 AM
From: unclewest  Read Replies (2) of 54805
 
I get the feeling you owned Qualcomm, and sold it.

Question: Why do you think Cree's midterm potential in Silicon carbide is better than Q's potential in exploding broadband wireless?


stan,
i own q. i have never suggested parting with q. that was not my point.

i also own gmst.

i view cree and SiC as another kind of exploding market. it fits the manuals criteria imho.

don't mean to be challenging you...i was answering mike's question which was based on a post by downsouth.

based on my pm's, quite a few thread regulars are already in cree...i would like to hear their views.
unclewest
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