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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (15293)1/16/2000 1:07:00 PM
From: RocketMan  Read Replies (1) of 54805
 
Weren't you also going to check on whether Agilent got their SiC wafer material from cree for their blue/greed LEDs, or had some other source? If you did and I missed it, can you repeat it? And if you weren't going to check, would you? BTW, my slightly OTM cree call came ITM last week, and my common has appreciated nicely. I may be missing something, but given the DD that you and others have shared with us, I just don't see a lot of downside for this company over the next few months. Whether they will become a gorilla, or whether and when a tornado will form is still TBD, but sometimes it's best to nibble before all the answers are in.
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