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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (14740)1/9/2000 9:18:00 PM
From: Robert Jacobs  Read Replies (1) of 54805
 
Cree is a little different than other companies entering the tornado in that the cree tornado watchers can see the tornado is months away while with other companies there is little indication other than some weather indications. cree is sold out for 18 months. When 12x current capacity comes on line in that time frame, it will be in the tornado...eg visibility extends to the horizon...so the "risk" is much reduced with thisparticular company.
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