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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (17074)2/3/2000 12:20:00 PM
From: DownSouth  Read Replies (2) of 54805
 
EXDS vs CREE
Apollo, for me CREE is the winner:

Services versus Product
EXDS is a service provider. Can't be a King nor a Gorilla, imo. Margins will erode as the market expands and competition appears.

CREE is a product company. Can produce high margins as cost of production goes down and volume of production goes up. CREE is either a King candidate or a Gorilla candidate. Our problem is in identifying the chasm and the time of tornado.

CREE is creating value chains in multiple tornado like markets. (I won't repeat the facts here.)

Perhaps, just perhaps, the run up today signals a chasm crossing event that we will learn about soon. Pure speculation on my part.
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