Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: DownSouth who wrote (14552)	1/8/2000 7:50:00 AM
From: Jill	Read Replies (2) \| Respond to of 54805

My question exactly, and I'd love to hear other opinions, too. Is now the time to start accumulating CREE, or just keep a very close watch.

To: DownSouth who wrote (14552)	1/8/2000 7:57:00 AM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

The discussion Jill and DownSouth are having about CREE and JDSU raises an interesting question: Should investors place money in a King to be held lightly or are they better off setting that money aside and waiting for the tornado to develop for an enabling gorilla candidate with a tremendous lead in the market? Not having given that any thought, my immediate reaction is to think that it depends upon how long the King is expected to remain powerful and how long it will take for the Gorilla candidate's product to enter the tornado. For me, the proposition of investing in a King or an enabling gorilla candidate that has not enterred the tornado becomes less and less appealing the more we discuss this stuff. --Mike Buckley