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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (12493)12/9/1999 6:28:00 PM
From: FLSTF97  Read Replies (2) of 54805
 
I still think that CREE would have been smarter to raise prices enough to no longer be capacity constrained (it would make the new fabs easier to pay for.) The only caveat to that is if the move were strategic: a new player about to put product on the market and you need to squash his cash flow (a la Intel/AMD).

Fundamental point is: do they have the rare set of management that can be effective in the tornado and on main street?
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