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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Robert Jacobs who wrote (14758)1/10/2000 10:25:00 AM
From: 100cfm  Read Replies (1) of 54805
 
<cree is sold out for 18 months. When 12x current capacity comes on line in that time frame,>

Robert, based on the above statement cree is now at 150% of
capacity. With a 1200% capacity increase coming online by Oct. and the very real possibility of losing C3's volume,they will eat thru the 18 month backlog in a month or two,
how and with what will cree build the backlog back up.
They will need to show big backlogs to maintain confidence of a tornado market.

PS I also find this discussion not only helpful in further understanding cree but in also considering the finer points off the GG.

100
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