Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: FLSTF97 who wrote (12490)	12/9/1999 3:19:00 PM
From: unclewest	Read Replies (1) of 54805

What I don't like is a recent management statement to the effect that they were proud to announce price reductions and virtually a simultaneous announcement that they are capacity limited. cree also announced significant yield increases. with the new yield, cree is able to increase revenues and margins while reducing prices. the forecast for next year is for a yield increase of 300%+. and of course, production is increasing as well.

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