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

To: tekboy who wrote (7950)10/9/1999 6:40:00 PM
From: LindyBill  Read Replies (2) | Respond to of 54805
 
When I sold for P&G, the grocers all disliked us because P&G has them by the balls. What are you going to do, discontinue Tide?

Customers don't like venders who can dictate terms to them. Tough toenails! That's the kind of vender I want my money in.



To: tekboy who wrote (7950)10/9/1999 7:40:00 PM
From: voop  Respond to of 54805
 
please post away on CREE. I am reading their Stephens report as we speak. Not a gorilla game anytime soon but an interesting story, one that I would like to follow with just a smidgen until Tornado.

Voop



To: tekboy who wrote (7950)10/9/1999 7:57:00 PM
From: JohnG  Respond to of 54805
 
tekboy. I am interested in Cree. Any insight appreciated.
JohnG



To: tekboy who wrote (7950)10/10/1999 3:04:00 AM
From: FLSTF97  Read Replies (1) | Respond to of 54805
 
Relative to CREE, one thing caught my attention: they build their own crystal Pullers (or growing machines). That implies perhaps some sort of discontinuous invention. Has anybody come across references to the authors of patents that they own? If so, I will review them and offer my opinion.


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