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

To: Apollo who wrote (10671)	11/19/1999 9:10:00 AM
From: unclewest	Read Replies (2) \| Respond to of 54805

I get the feeling you owned Qualcomm, and sold it. Question: Why do you think Cree's midterm potential in Silicon carbide is better than Q's potential in exploding broadband wireless? stan, i own q. i have never suggested parting with q. that was not my point. i also own gmst. i view cree and SiC as another kind of exploding market. it fits the manuals criteria imho. don't mean to be challenging you...i was answering mike's question which was based on a post by downsouth. based on my pm's, quite a few thread regulars are already in cree...i would like to hear their views. unclewest