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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (110)	1/10/2000 7:15:00 AM
From: Eric L	Respond to of 153

UW, << was that brief enough? >> Knocked my socks off! Thanks for the candid RMBS & RDRAM update, it is most appreciated. I've been noticing the emphasis on RDRAM models in the Dell catalogues that float across my desk and listening to my propeller head son and law (said most affectionately) waiting for price points to come down so he can replace some older servers with RDRAM based systems and thinking maybe those winds were starting to really swirl. I'll continue to watch a little closer. - Eric -

To: unclewest who wrote (110)	1/10/2000 7:23:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 153

unclewest: I was invested in the Q before the tornado, which Mike says started about a year before repeat before the Ericsson / Q agreement. That was May 1998 - which by the way would have been the theoretical best entry point for the Q according to GG theology. In fact that was when I proposed my Telecom equip gorilla game on Mike's Fool / AOL board - with the Q half of it.. Interestingly there was practically no interest in the Q at that time on Mike's gorilla game board. History seems to be repeating itself re Cree but with a twist. In the Q case there was massive disinterest, in Cree's case there seems to be too much interest on the G&K for the comfort of the main G&K ers. Uncle Frank has suggest the Cree discussion take place here - if I understood him correctly So..... In order not to be too late - which was what happened re the Q to those who waited for the Ericsson / Q arrangement - how about trying to zero in on the status of Cree's tornado - or probably more realistically - its nascent tornadoes - plural. What is your view? Best. Cha2