Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: FLSTF97 who wrote (17654)	2/11/2000 12:15:00 AM
From: voop	Read Replies (3) of 54805

Fat Boy Help me out in understanding the Cree story regarding discontinuous innovation. I have no problem acknowledging that Led's replacing lightbulbs is discontinuous and Cree does possess an enabling technology to make this happen and their low cost production techniques make spur mass-market adoption, eventually. Are their techniques to produce the SiC itself discontinuous and if so to whom? If not, does this eliminate gorillahood as they would at best be a king-like component supplier in a soon to develop tornado? Disclaimer, I own a modest position in Cree at $55 I am asking this as I see strong parallels to my soon to be published Kopin Gorilla Hunt report and I need all the help I can get :) Voop

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