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Technology Stocks : Wolf speed
WOLF 20.28-1.1%Nov 28 9:30 AM EST
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To: DownSouth who wrote (1977)2/10/2000 12:45:00 PM
From: Guy Gordon  Read Replies (2) of 10713
 
What I meant by my criticism of the GG model is that some people following it seem more intent on figuring out how CREE fits the Gorilla Game than on analyzing Cree itself. It's as if they have this square hole, and they are going to push the round peg into it whether it fits or not.

There is more interest in finding out where Cree is along a pre-ordained path than on whether Cree is a good investment in and of itself. Thus, my criticism is not that the model is artificial, but that they are trying to force-fit Cree to the model.

You speak of a consensus in the G&K thread. I see no consensus there. Several people have declared Cree to be a Gorilla. Others have argued about whether it is "crossed the channel", "in the bowling alley", "in the tornado", etc. I see this confusion and disagreement as evidence that Cree does not fit the GG model at all.
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