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

To: Jimmyjohn who wrote (13308)	12/25/1999 5:02:00 PM
From: Seeker of Truth	Read Replies (2) \| Respond to of 54805

Does CREE have some architecture that everybody must accept and build around? In my experience, devices sooner or later can be copied. Users couldn't care less about the architecture; they are only interested in the function. Once upon a time Texas Instruments was the sole important maker of semiconductors. INTC got their dominance through architecture that Windows closely linked to, not through some particularly fancy device. In a sense INTC is a software company. If I were in your shoes I'd sell the CREE and buy more GMST. Cree could be a king of the SiC world, but that might not last so long. GMST looks to have a tremendous future, much longer lasting than Cree. As for selling Q, the tax penalty helps rule it out, I think. Also remember selling and buying have costs other than the two brokerages and the income tax. The market makers take their bit. Others will no doubt have more insight as to your decision.

To: Jimmyjohn who wrote (13308)	12/25/1999 10:32:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Jimmyjohn, For the most part, I ignore the long-term tax impact of an investment decision. If I am overweighted in a stock or for any other reason am compelled to sell all or part of it, I don't care about the tax consequence. Selling the stock and locking in 80% after-tax profits is sufficient. I consider tax-timing issues only when we are near the end of the year, as is the case now. I might delay incurring a tax until the following year because there is a lot of potential value in not having to pay the tax until a year later. --Mike Buckley