Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (7375)	10/3/1999 11:43:00 AM
From: Mike Buckley	Respond to of 54805

Frank, Sunny, and all, I'm out of town, and don't have the fm with me, but mightn't Rambus's current users fall under the category of pre-chasm early adopters? I think it was Jean who informed all of us that, on page 135 of the RM, the authors clearly state that Rambus "took a gorilla position" in 1998. That satement implies the product adoption is already in the tornado since all gorillas come from tornados. All these discussions and the second printing of the manual confirm for me that the most difficult aspect of gorilla gaming (Qualcom being a rare expection) is pinning down the critical points of product adoption. That's why Bruce's post a few messages back, showing that holding an investment over long periods of time overcomes errors in determining those critical points, is so darned important. I can't stress enough how valuable this folder has become to my outlook on investing. When I see that we started discussing the revised manual in great detail weeks before the official announcement of its debut, it appears that we're way ahead of the curve. When I see the breadth and depth of the discussion that improves upon the manual and improves upon anything I saw in Moore's list-serv (though it's been a long time since I participated in that), it's a no-brainer to realize that this is the place to be. Frankly, if at least one of the authors isn't reading this thread, they're missing the boat. --Mike Buckley

To: Uncle Frank who wrote (7375)	10/3/1999 12:23:00 PM
From: unclewest	Read Replies (2) \| Respond to of 54805

i started writing this a few days ago and inadvertantly erased it...here goes again. i would like to present a new company for consideration. cree a good friend had me read the following post and some other info regarding cree. he is 37,000s long and adding. he is not a trader. he still has the microsoft shares he bought at the ipo. messages.yahoo.com cree has a patented crystal growth process that provides the highest quality silicon carbide known.(gem quality) cree recently tripled production. their entire present production is sold out for the next year. they are in the process of expanding again with a huge addition scheduled for completion this year. this should provide another tripling. they are also working on improving yields. dramatic improvements here are anticipated. ceo has been quoted as stating 4x yield improvements are a reasonable target. recently cree has increased wafer growth from 2" to 3"...current govt funded research is to increase to 4". cree is profitable, debt free, and funding the expansion in-house. this year, they have announced research contracts with the navy, $9.3m; usaf $ 4m; and other us govt, $6.8m. i believe the govt is funding up to 85% of cree's current research costs. a few words from nasa... lerc.nasa.gov if you research cree, you will come across siemens...not to worry...siemans gets their product from cree. more info here... cree.com analysts rate 5 strong buys and 2 buys. 29.3m shares 22.2m float 17.75m institutions. up 2.25m in last 90 days. current down draft is short instigated imo. short position increased 0.9m to a total 3.2m last month. cree is a 5 bagger so far this year. i am long. unclewest whoops!....almost forgot the kickers... #1)cree is believed to be the furthest along in blue laser development...no one has demonstrated a commercially viable blue laser yet...but i have seen estimates that this has a market potential of $100 billion. #2)cree's products have the potential to replace the incandescent light bulb...let that sink in. now that i have looked at all of this again, i think i'll be longer tomorrow. i did add some more gmst on friday. comments please!