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

To: RocketMan who wrote (13362)	12/27/1999 9:22:00 PM
From: Seeker of Truth	Respond to of 54805

Cree fans, please read rocketman's post. He made the point precisely and clearly. I'm sure both he and I allow the possibility that CREE will be THE stock to own in 2000. The problem is with the longer term, the absence of some unique architecture that everybody MUST use, in short the absence of the gorilla quality.

To: RocketMan who wrote (13362)	12/27/1999 11:20:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

the more profit they make the more incentive there will be for someone who can make the SiC chips/wafers a little bit better, and a little bit cheaper. For the carpetologists of the world who don't understand technology, the above sentence could just as easily be changed to "the more profit they make the more incentive there will be for someone who can make the CDMA chip set a little bit better, and a little bit cheaper." My point is that the entire reason Qualcomm's potential is huge is because we have every reason to believe others can't make that better CDMA mouse trap. What's the difference between the likelihood of CREE's competitors growing better SiC and the likelihood of Qualcomm's competitors making better CDMA chip sets? --Mike Buckley