Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mtnlady who wrote (16928)	2/1/2000 4:45:00 PM
From: 100cfm	Read Replies (1) of 54805

mtnlady <<) CREE is/will be a gorilla>> I think you're jumping the gun here. <<b) tornado is almost upon us and is primarily held up right now due to capacity constraints that are beginning to resolve themselves.>> The tornado causes the capacity constraint as companies scramble to meet demand from mass adoption of their product. Capacity constraint doesn't create nor hold back the tornado. I don't think Cree's products are at the mass adoption point yet. My above points have nothing to do with whether cree is a good buy here or not, just clarifying my understanding of cree's tornado/gorilla status. 100

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