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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()	1/17/2000 2:44:00 PM
From: BirdDog	Read Replies (1) of 54805

Am I to choose a company from the list for my "Hunt"? I rather thought one would be assigned? If I'm to choose: Can I take an easy one, like ETEK? I haven't looked at this company in a few months. But am sure the answer would be JDSU. Unless ETEK has some little niche that they may have power in. I'd be happy to research and give a good complete answer. ETEK is sure a good company and has good margins. Can I also ask if anybody was worried by something in the Analysts remarks (pointer was posted) on Cree? Right at the bottom he remarked that the accounts receivables and inventory has also increased....Nobody worried about Cree trying to make things look better than they are? The analyst wasn't? I would like to say that I'd appreciate help/criticism on my analysis. I don't have much confidence in my own analysis. But when I saw a post that described the 10k as the best place to go for info...I suddenly thought maybe I wasn't as inept as I thought. Raple

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