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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Robert Jacobs who wrote (14734)1/9/2000 5:27:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Robert,

Welcome to the thread!

A point of terminology:

In cree's case, the leading edge of the tornado is just months away... [Cree] is really a very young gorilla who will grow very rapidly to a mature one within one or two years.

It is not possible to become a Gorilla until its product has at least entered the tornado. Thus, by your own perspective about the upcoming tornado, CREE is not yet a Gorilla of any age.

That doesn't mean it won't be the whopper of an investment you believe it will be, but it does mean that a much higher degree of risk remains in place until it becomes a Gorilla. As an example, if the start of the tornado takes a lot longer to form than you predict, your risk becomes all the more greater. We hope your potential reward is comensurately greater as well.

--Mike Buckley
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