Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KY who wrote (15846)	1/21/2000 4:22:00 PM
From: LindyBill	Read Replies (2) of 54805

Would be interested in understanding why you may start to nibble at CREE. I consider it my job to give people a hard time about any new company and make them defend it. Merlin will give you a four page analysis when he makes a move, mine is more gut, after letting my subconsious guide me. CREE's product right now is unique, the stock if moving, and it is worth a short term play, at least. I will hold it lightly and watch for competition and execution. I think it is too early for Gemstar for me. A lot of problems to be worked out. I haven't totally ruled it out, but it is not on the A list. I am still toying around with my choices. It is a lot of fun to start giving other companies besides Q serious consideration. :0)

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