Pompsander, Mtnlady,
Precisely... It is one thing to manage technology, quite another to manage potential gorillahood (I invested in CSCO a long time back.... my original shares are now at $0.5 cost basis. The only thing that has kept me in the stock has been their incredible management of their gorillahood).
I invested in Cree simply because of their potential... it is there, it is proven - thus, they have managed technological development VERY well, it now remains to be seen how they manage their potential Gorillahood.... and time is short...
Although I expect that CREE will do very well for the next year or so based simply on the incredible demand, it is necessary for them to manage the gorillahood equally well. Which means that they MUST license their technology so that it becomes so pervasive that the switching costs become prohibitive....as well as be able to and, perhaps, spawn new tornadoes...
I shall be anxiously waiting for their moves in this direction, and keeping an eagle eye on what the company does and how it responds.... the game is theirs for the wining....
Regards to all.... |
