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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: FLSTF97 who wrote (17832)2/13/2000 2:23:00 PM
From: Len  Read Replies (1) of 54805
 
Fatboy: Cree Research

I finally got around to reading your post on Cree from Feb 4 or 5. I like Cree and have been considering lightening up my QCOM holdings and buying Cree or increasing my position with GMST. Your post was a little disconcerting, however. At this point I am anxious to hear again how Cree plays in the Gorilla Game. If I read your research correctly there is significant competition out there and Cree has by no means been awarded any kind of crown.

What am I missing???

Len
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