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

To: Uncle Frank who wrote (14391)	1/7/2000 3:29:00 AM
From: FLSTF97	Read Replies (2) \| Respond to of 54805

This is a general post for those interested in Cree. Tekboy posted this on the Cree thread, and the body of the post is more or less formulated in Gorilla terms so it may be of interest here. I particularly agree with the authors position on power devices. boards.fool.com Fatboy

To: Uncle Frank who wrote (14391)	1/7/2000 11:59:00 AM
From: Eric L	Read Replies (4) \| Respond to of 54805

UF, << Jon Koplik posted the following summary on the Q thread >> Jon is a pretty savvy poster. I personally would never make a Q investment decision on: << 1. AT&T will most probably switch to CDMA at some point >> If I ever can discern some feedback out of the UWC that this could happen, I will immediately add to my already substantial Q position. I remain convinced that this is in the "Wishful Thinking" category. AT&T appears, to be fully committed and moving feverishly forward with planing for the overhaul of their network using EDGE. BTW, heres a very recent newsbyte from Wireless Week discussing TDMA's first baby step on the road to voice and data: "A successful trial of two-way short-message service and wireless Internet on a TDMA network was completed by Nokia, Lucent, Telecommunication Systems Inc. and AT&T Wireless affiliate TeleCorp PCS Inc". News release for this on the Nokia thread. I also don't buy: << 7. Eudora will possibly be THE e-mail backbone for nearly everything, eventually >> Emhasis should be on "possibly" (remotely so). Interesting thought however if properly slimmed down, Eudora having been my e-mail client of choice for a long time before I did the switch to Outlook. On his other points, I agree and those are Q positive. - Eric -