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

To: unclewest who wrote (14715)	1/9/2000 3:31:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

I will respect your's and Frank's wishes in that regard Thanks for your presentation and your attitude toward us, Unclewest. I threw everything negative I could think of at you to make sure we had pulled out everything could know, right now, about the company. If I was interested in playing in that end of the market, I would probably buy CREE based on what I have seen here from you and others. We may well get aboard when it hits 10 bill market cap, as a major king, and, if the patents are tested and hold up, and no one else can get in, as a gorilla.

To: unclewest who wrote (14715)	1/9/2000 4:43:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

In addition to all of the other things that CREE is involved in, I was just thinking that CREE may make more $ from cellphones than QCOM. I was wondering when someone was going to bring up the potential of the cell phone market. Talking about house boats and airplanes didn't seem nearly as important to me. As for the amount of bandwidth taken up in the discussion of CREE, sometimes we carpetologists need a lot of bandwidth for the important stuff to sink into the brainwidth. I think the discussion has helped us appreciate that 1) the product probably hasn't crossed the chasm, 2) CREE's primary interest insofar as THIS thread is concerned is the proprietary architecture that enables it to make the wafers, and 3) there are some striking comparisons at this stage of the company's development to be made with similarly earlier stages of Qualcomm's development. If most here have come to the same conclusions I have, the discussion has been MOST helpful and I'm grateful for those who have put up with the carpetologists' slowness to appreciate the pros and cons. The company is now on my radar screen just as Qualcomm was at one point. Perhaps most important is that my Qualcomm research came about a year late. Now that we are aware of CREE, I don't think that same mistake will be made for those interested in the company's prospects. Had I been aware of the CDMA Development Group website I hope I would have spotted the formation of the tornado at least six months earlier. Using Gorilla-Gaming rules, I would have bought Qualcomm at least six months earlier than I did. That wouldn't have been a bad idea, right? Just my opinion. --Mike Buckley