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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Robert Jacobs who wrote (17252)2/5/2000 11:03:00 AM
From: LindyBill  Read Replies (2) of 54805
 
RE:Cree
Siemens has a license to produce SiC wafers from Cree...the prime reason being to satisfy car manufacturer's requirement to have more than one source.

This is not a short them problem for cree, but it is the problem, that, long term, turned INTC into a King. They made a big mistake acceding to the Automobile companies on this.
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