Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: FLSTF97 who wrote (17058)	2/3/2000 9:32:00 AM
From: garyx	Read Replies (1) of 54805

FATBOY -- Thanks for that look at CREE -- much more and better technical knowledge than I've seen compiled. Very impressive. I love Cree, and I hope one day to become a Creelionaire <br> 8->, but I have been concerned about the lack of a value chain being created. Correct me if I'm wrong, but doesn't CREE lack any kind of value chain? Switching costs from CREE seem miniscule, would a technological advance occur. There's no group of alliances and subcontractors who have any kind of interest in keeping SiC alive -- or am I wrong? I love CREE, but I wonder how much of a gorilla it is and how much of a play on one "magic material" -- until the power switch tornado occurs. Thanks -- can't wait for the next one! GaryX

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