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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: willkm3 who wrote (33070)	10/12/2000 6:44:41 PM
From: mtnlady	Read Replies (5) of 54805

Did you catch the part about Nakamaura joining the CREE team? <g> With the added brightness LED's they've now effectively put saphire out of business. With Nakamaura of their side no one can catch up with them. And the affect Nakamaura may have on any case with Nichia? Talk about an expert witness! Lots of good news.. now we need the market to right itself and move upward. Soon I hope.. soon. On another note.. wow.. SEBL and NTAP holding really well here. If the market doesn't 'break' them then I think we can safely say these two are part of the new 'market elite' that will power the market into, and through, the next year. Times are 'a-changin'. Oracle slowly getting nudged out by SEBL perhaps? Box makers by servers and storage? Nortel and JNPR starting to shake Cisco's cage 'big time'. The 'generals' of the market are slowly changing.

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