Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (17449)	2/7/2000 2:48:00 PM
From: Pete Mimmack	Read Replies (2) of 54805

Re: Cree and an Early Majority. UF - Seems it would be good to define an Early Majority for Cree. They currently have 2 auto mfgs (VW and I think Audi), one cell phone mfg (Nokia, tho' only 1 model), and Sony's PSII for Early Adopters. In addition, there's talk of two more unannounced auto wins (from BofA report). Clearly, an excellent start. Would you be willing to consider an EM to consist of a group twice this size? Three times? Or perhaps a win at GM? or maybe the majority of Nokia's product lines? I believe that the definitive answer will only be known after it occurs, but it seems this exercise could be useful. Pete

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