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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (27738)	7/12/2000 11:08:03 AM
From: unclewest	Read Replies (1) of 54805

UF, per our discussion, here is a little update on cree... unclewest cree is increasing earnings at 11% monthly right now. that is the equivalent of 15 points a month, and i see no end to this growth in sight. i am not saying it will continue at this rate...but continue at a high rate, it will imo. what we have learned in the past 6 weeks. cree has announced a huge improvement to their current best selling product...this improvement has opened enormous new consumer markets and increased yield...read this carefully. biz.yahoo.com cthr just announced record shipments in a quarter...guess where they buy their SiC? biz.yahoo.com cree is in final development of a new product, that i have read...has the potential to save 5% of the energy cost in the world...how big is that? biz.yahoo.com cree has just commenced shipping an rf product...that addresses another huge market. biz.yahoo.com mvsn just announced a breakthrough in their technology....mvsn ceo recently stated they will sell tens of millions of these beginning next year. look at mvsn chart since they demonstrated the products. i have a small position. as stated in the press release...cree supplies mvsn. biz.yahoo.com world theater in partnership with ibm plans to roll-out electronic billboards throughout the world next year using cree products. cree is about to occupy 2 new buildings...each about the size of the current plant...cree has the cash to buy these outright and will have cash left for even more expansion.

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