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Technology Stocks : Wolf speed
WOLF 20.62+3.5%Nov 26 3:59 PM EST

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To: LindyBill who wrote (1916)2/8/2000 8:22:00 PM
From: Matrix_Man  Read Replies (1) of 10713
 
matrix, you are nuts

Lindy, I think you are right, I must be nuts. I know I can't believe it myself when I look at my portfolio and see the numbers!

Now, if we drop under 100 I will start getting a little anxious. Since the stock could drop 50% and still only be at the basis of my most expensive shares, I feel pretty secure at current prices. But boy, the trader side of me really wants to sell it all! The last of my trading share went at 121.

Now why do you say it is so very, very risky? Their q/q and y/y results are phenomenal. They are capacity constrained. They are increasing production several fold this year. They have a number of blockbuster products in the pipeline - in high growth sectors. They have good IP. They have excellent management. Everything I know about this company tells me its valuation in 5 years will be much higher than it is right now. No guarantee - but there never is.
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