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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jimmyjohn who wrote (13308)12/25/1999 5:02:00 PM
From: Seeker of Truth  Read Replies (2) of 54805
 
Does CREE have some architecture that everybody must accept and build around? In my experience, devices sooner or later can be copied. Users couldn't care less about the architecture; they are only interested in the function. Once upon a time Texas Instruments was the sole important maker of semiconductors. INTC got their dominance through architecture that Windows closely linked to, not through some particularly fancy device. In a sense INTC is a software company. If I were in your shoes I'd sell the CREE and buy more GMST. Cree could be a king of the SiC
world, but that might not last so long. GMST looks to have a tremendous future, much longer lasting than Cree. As for selling Q, the tax penalty helps rule it out, I think. Also remember selling and buying have costs other than the two brokerages and the income tax. The market makers take their bit. Others will no doubt have more insight as to your decision.
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