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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (15672)	1/19/2000 5:30:00 PM
From: mauser96	Read Replies (1) of 54805

Page 33 of the original version of GG says sales in a tornado are "not untypically 300% a year in the very early going, 'slowing down' to 100% over a longer period." You will note that this isn't a really precise definition. Some tornados might be more concentrated than others. FWIW, my own rule of thumb is that a minimum of 100% growth on an annualized basis is the minimum. If this is reached I would expect the quarterly percent growth changes to get serially larger for a while. Remember that a mass market is necessary for a tornado so total sales matter too. At this stage CREE doesn't have a mass market, and shows the bare minimum growth, so it's not in the tornado.

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