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

To: Uncle Frank who wrote (13333)	12/27/1999 3:34:00 PM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

UF, Just my quick voice - I like the thought process for the Index. Perhaps the name we assign certain stocks will change as flexibility needs to be inclusive in our thinking. I am about to roll up my shirt sleeves and dig into CREE based on the past few months of reading here. I have a close friend here in Vienna who works for Siemens who knows a lot about CREE and Siemens' relationship with the said subject. Not that he will provide any 'inside' information, but at least he's "in the business" and can shed some light to help me with the sleeve rolling up process. I own no shares of CREE, but think that just as JDS Uniphase needs more examination - so does CREE. Based on the amount of beverage I have consumed over the past week and the fact that the amount doesn't seem to be letting up until the second of January - I will have trouble rolling those sleeves up for another week. Continued Happy Holidays to all and best of fortunes as we get this silly January 1 behind us. BB