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

To: gdichaz who wrote (112)	1/10/2000 8:14:00 AM
From: Eric L	Read Replies (1) \| Respond to of 153

Cha2 Re: CREE (the QCOM example) << 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 >> You raise some good points and I personally have mixed feelings about whether Cree discussions belong here or on the big board. I think Mike pinned the beginning of the Tornado pretty well as May 1998. Although I wasn't in Q that early as you, I was watching it very closely then and was fortunate to get in well ahead of the "defining event" (QCOM/ERICY accord). << IN ORDER NOT TO BE TOO LATE - which was what happened re the Q to those who waited for the Ericsson / Q arrangement >> This is the key. It is why many of us have established positions in GMST (and for many CREE) pretornado. I personally would liked to have been in on the MSFT IPO rather than at the beginning of its tornado, gorilla game concepts aside. << how about trying to zero in on the status of Cree's tornado - or probably more realistically - its nascent tornadoes - plural >> I'm sure unclewest will follow through on this. Perhaps we should keep our eyes peeled for "defining events" as well. In the case of GMST this was the TV Guide IPR settlement which surprisingly turned out to be a merger and unlike Q, the "defining event" preceded the merger. One suggestion I would make is that whenever there are significant posts on this thread regarding CREE or other potential Gorillas & Kings that someone reference and link the post here from the big board. If this board is going to be an effective forum, then it needs some publicity. - Eric -

To: gdichaz who wrote (112)	1/10/2000 12:46:00 PM
From: unclewest	Read Replies (2) \| Respond to of 153

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? I see SiC as the key...CREE owns the key! SiC is the discontinuous innovation. SiC allows products to be developed that no one has even thought about before. I only mentioned LEDs as an example that I thought everyone would understand... lightbulbs. apparently, I was wrong. The argument that someone else will figure out a way around CREE's patents applies to every gorilla out there. How easy is it going to be to figure out another way to produce high quality SiC crystals? Hell they do not even occur naturally on earth. How do you figure out a second way to make something that doesn't exist. If someone does figure out a way...they then run into CREE's device patents. Ya gotta believe. Ya gotta take risk on what you think you know. I believe we are in for a shocking news announcement very soon. CREE has sufficient capital to pay for the 2 new buildings. The $200 million is being raised...very quickly...totally unexpected...with no fooling around...the road show is this week...the SPO may be next week. When it is done, I believe we find out very soon thereafter why CREE needs this $ right now. I also do not buy the notion of waiting for the SPO because the price will be lower...I have a small position in IMCL. they announced an SPO at 32 in november...the stock consistently stayed above the SPO price...43 today...only a month or so after the spo. unclewest