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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: 100cfm who wrote (17641)2/10/2000 10:35:00 AM
From: FLSTF97  Read Replies (3) of 54805
 
CREE too early or too Late?

I think it is clear that if they become a gorilla you might lose some gain by not buying now. If one plays a strict gorilla game, then it is somewhat early. If I remember correctly the manual states that it is not so much a question of when as it is whom to buy.

Unfortunately a basket here is difficult. Uniroyal is not a part of the group in my mind. I think Nitres is but they were still private the last time I looked. Sterling and ATMI might be but the latter is not a pure play. I also think that Sterling might be the first test of CREE's patent portfolio.

I think it is CREE's game to lose. If they succeed, then there will still be money to be made by purchasing later. The picture should become clearer over the next 18 months.

You have to make your own choices based on the perceived risk/ reward.

FATBOY
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