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

To: unclewest who wrote (12246)	12/7/1999 9:29:00 AM
From: Bretsky	Read Replies (1) \| Respond to of 54805

I hope you are right; I'm clearing out some trash today and taking early positions in CREE and SEBL. Already own GMST and am elated with it. Best Regards, Bretsky

To: unclewest who wrote (12246)	12/7/1999 2:41:00 PM
From: mauser96	Read Replies (3) \| Respond to of 54805

SEBL is much further along to royalty or gorillahood than GMST or CREE. I own all 3, but SEBL is by far the largest holding. SEBL is across the chasm into the tornado. I think it may already be a gorilla, though this is open to debate. I continue to be surprised by the lack of interest in SI concerning a company that is one of the fastest growing in the world with a huge potential market. It's competitors are relatively inept, with one (SAP) taking the pitiful option of suing SEBL for "unfair hiring processes". A few more quarters like recent ones and SEBL will be the standard, the only one mainstream customers will feel comfortable with.

To: unclewest who wrote (12246)	12/7/1999 8:33:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Bretsky wrote: to chase early high growth machines like CREE, GMST, and SEBL, I'd love to find the next QCOM unclewest wrote: you may have just listed 3 of them... I think it's a dangerous mistake to think an apps company whose product is used by businesses can compare over the long term with an enabler whose product is used by businesses and any consumer above the age of 7. My point? If Siebel, Qualcomm and Gemstar live up to their potential as companies, I don't see Siebel's stock performing as well as the other two over the really long haul. (I don't know enough about CREE to have an informed opinion.) --Mike Buckley