Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (14596)	1/9/2000 2:51:00 AM
From: LindyBill	Read Replies (2) of 54805

I just took a fast look at CREE, because of the posts. My first reaction is: 1) It's a Fab House 2) Just at 2 Billion Market Cap 3) Any time a Fab House gets this kind of margin on an item, you can bet your sweet ass that 50 guys in Taiwan are ramping up to compete with them. And they laugh at patients on a commodity like this. Nothing wrong with making money on it, but I don't see it as a Gorilla or a King, and it is still too small for our board. Take the hook out and throw it back. (Hey, you didn't think you could post a new company here and not get an argument, did you?) :0)

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