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

To: Apollo who wrote (10550)	11/17/1999 3:53:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

JMHO, sell PMCS, CNXT, CREE, and even CSCO if you are feeling bold. stan, would not be in a hurry with cree. they have a new unannounced deal with nokia to be in the new top-line cell phone. estimated to be 5% of nokia's sales. estimated revs to cree is $20 million. what happens when nokia wants cree in the other 95%? and the other cell phone companies and all the new handhelds will use led's as well. also, cree remains production constrained...but major new facility is due to open any day. definitely before the end of the year. the announcement of major additional capacity will be very well received imo. cree has just broken ground on yet another huge plant due to open next fall. uw