Bowling Alleys and Tornadoes: G&K Hunting Grounds Message Board

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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: gdichaz who wrote (112)	1/10/2000 8:14:00 AM
From: Eric L	Read Replies (1) of 153

Cha2 Re: CREE (the QCOM example) << unclewest: I was invested in the Q before the tornado, which Mike says started about a year before repeat before the Ericsson / Q agreement. That was May 1998 - which by the way would have been the theoretical best entry point for the Q according to GG theology >> You raise some good points and I personally have mixed feelings about whether Cree discussions belong here or on the big board. I think Mike pinned the beginning of the Tornado pretty well as May 1998. Although I wasn't in Q that early as you, I was watching it very closely then and was fortunate to get in well ahead of the "defining event" (QCOM/ERICY accord). << IN ORDER NOT TO BE TOO LATE - which was what happened re the Q to those who waited for the Ericsson / Q arrangement >> This is the key. It is why many of us have established positions in GMST (and for many CREE) pretornado. I personally would liked to have been in on the MSFT IPO rather than at the beginning of its tornado, gorilla game concepts aside. << how about trying to zero in on the status of Cree's tornado - or probably more realistically - its nascent tornadoes - plural >> I'm sure unclewest will follow through on this. Perhaps we should keep our eyes peeled for "defining events" as well. In the case of GMST this was the TV Guide IPR settlement which surprisingly turned out to be a merger and unlike Q, the "defining event" preceded the merger. One suggestion I would make is that whenever there are significant posts on this thread regarding CREE or other potential Gorillas & Kings that someone reference and link the post here from the big board. If this board is going to be an effective forum, then it needs some publicity. - Eric -

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