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: unclewest who wrote (14596)	1/8/2000 2:48:00 PM
From: Seeker of Truth	Read Replies (3) \| Respond to of 54805

I give up, Unclewest. I'm going to buy a little CREE on Monday. You talked me into it.

To: unclewest who wrote (14596)	1/8/2000 5:35:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

unclewest: Congratulations. The case you have made for CREE is the best, most succinct, comprehensive and persuasive I have seen in a long time. Touche. I picked up some CREE to watch it earlier, now I will have to find some way to add. After further DD of course. But you have made that task much easier. Best. Cha2

To: unclewest who wrote (14596)	1/8/2000 7:14:00 PM
From: JRH	Read Replies (2) \| Respond to of 54805

Unclewest: Thanks for all of your information on CREE. I was wondering if you were familiar with Agilent / HP's SiC LED products? I heard through my father that a friend of the family works for Agilent and says that they are selling LED replacements, and the products are being used in things such as stop lights. I found this on HP's website, although I am not sure if it the product that this guy is working on: hp.com Is this product a competitor to CREE's? Justin

To: unclewest who wrote (14596)	1/9/2000 2:51:00 AM
From: LindyBill	Read Replies (2) \| Respond to of 54805

I just took a fast look at CREE, because of the posts. My first reaction is: 1) It's a Fab House 2) Just at 2 Billion Market Cap 3) Any time a Fab House gets this kind of margin on an item, you can bet your sweet ass that 50 guys in Taiwan are ramping up to compete with them. And they laugh at patients on a commodity like this. Nothing wrong with making money on it, but I don't see it as a Gorilla or a King, and it is still too small for our board. Take the hook out and throw it back. (Hey, you didn't think you could post a new company here and not get an argument, did you?) :0)