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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (26234)	6/12/2000 9:41:00 PM
From: unclewest	Read Replies (1) of 54805

It all started with the big run up in Cree and Elon i plead guilty! i brought cree here last year. somewhere around 30-40 i believe. i bought initially at 32 and then a bunch at 24 after the drop. O'Neil probably shuddered at that move. everything i said about cree is true or better so far. and the story is improving still, AND more importantly revenue and margin growth are obscene and still accelerating. if anyone is not familiar with the growth plan...i suggest, read back, call cree, do whatever you have too...everything i projected last year is ahead of schedule. believe if you read back...i also mentioned buying elon heavy at around 12-13 when they were awarded the ANSI standard. this is a helluva thread and i am about a few 1000 posts behind. unclewest ontheroad.... gas in illinois is very expensive(1.80) and regular is scarce in some gas stations and being rationed at 10 gallons. making me nervous, very nervous.

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