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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gdichaz who wrote (112)	1/10/2000 12:46:00 PM
From: unclewest	Read Replies (2) of 153

In order not to be too late - which was what happened re the Q to those who waited for the Ericsson / Q arrangement - how about trying to zero in on the status of Cree's tornado - or probably more realistically - its nascent tornadoes - plural. What is your view? I see SiC as the key...CREE owns the key! SiC is the discontinuous innovation. SiC allows products to be developed that no one has even thought about before. I only mentioned LEDs as an example that I thought everyone would understand... lightbulbs. apparently, I was wrong. The argument that someone else will figure out a way around CREE's patents applies to every gorilla out there. How easy is it going to be to figure out another way to produce high quality SiC crystals? Hell they do not even occur naturally on earth. How do you figure out a second way to make something that doesn't exist. If someone does figure out a way...they then run into CREE's device patents. Ya gotta believe. Ya gotta take risk on what you think you know. I believe we are in for a shocking news announcement very soon. CREE has sufficient capital to pay for the 2 new buildings. The $200 million is being raised...very quickly...totally unexpected...with no fooling around...the road show is this week...the SPO may be next week. When it is done, I believe we find out very soon thereafter why CREE needs this $ right now. I also do not buy the notion of waiting for the SPO because the price will be lower...I have a small position in IMCL. they announced an SPO at 32 in november...the stock consistently stayed above the SPO price...43 today...only a month or so after the spo. unclewest

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next