Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (17074)	2/3/2000 12:21:00 PM
From: Uncle Frank	Read Replies (1) of 54805

>> Are people investing in Cree because it has better growth potential, has demonstrated earnings,or because it is sitting at a smaller market cap? Or are they investing in it because they believe it is a gorilla candidate? Other reasons? What is the intellectual thought process that helps people decide? I never considered exds for my portfolio because it has a transaction based business model and is not eligable for GG analysis. It belongs in Teflon's b:b universe - the Godzilla Game, not the Gorilla Game. Plus, I never invest in unprofitable companies. Never. Cree actually makes things that are very difficult to produce, and gains a fine profit doing it. Competitors have to have technical acumen to muscle in, not just money. Smart folks like Unclewest and Fatboy have given me a great start in understanding them by sharing their dd. If their patent portfolio proves out, they may have some pongoid potential; if not, they have a shot at being Kingly for a reasonably long period. uf

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