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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (15649)1/19/2000 2:37:00 PM
From: mtnlady  Read Replies (1) of 54805
 
Thank goodness I added to my CREE position this morning. I first bought in the 60's, then again at 70. I don't know what they are either but they look good. Bought some more today in the 80's. I didn't think we would see that mark again for awhile... What I like about them.. gorilla aside... is that they are in a totally different industry than the rest of my holdings (fiber optic, CRM/b2b, storage). I see them as a possible counter weight and a nice LT industry. My CREE holdings are still under 1% of my portfolio though. I have this feeling that they will take some of my Siebel $$ (after an expected SEBL run) and move up on my list next time the market, or CREE, adjusts. By the way.. did you notice how strong CREE held up during the last market down turn? Of course reporting their earnings then helped. Do you know how much of CREE is now held by institutions? I am still scrambling for info on CREE. Any other threads outside of the SI discuss CREE? Any links to papers etc.. you can pass along to me? What is your take on CREE's ability to transform their product and manufacturing expertise into products? Do they seem like an R&D outfit or do they show promise to be a good sales/marketing company? I would hate to have an IDC on my hands and give away the keys to the kingdom for nickles..
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