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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (17278)2/6/2000 2:42:00 AM
From: FLSTF97  Read Replies (2) of 54805
 
RE CREE

Thanks for the comments. I was aware of these except the Sony one.

I've been long CREE since last fall, but it still constitutes less than 5% of my portfolio. I want to see the communication/power devices get a design win before increasing my position. I did however pick up some more share in the recent dip.

FATBOY
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