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

To: FLSTF97 who wrote (14823)1/10/2000 11:45:00 AM
From: LindyBill  Respond to of 54805
 
Here is a link to an LA Times story on cable company stocks that I found interesting

latimes.com

I regard these cable co's as utilities, and expect the Gov to continue to make them common carriers. I think the owners are now seeing the handwriting on the wall.



To: FLSTF97 who wrote (14823)1/10/2000 1:07:00 PM
From: Grantcw  Read Replies (1) | Respond to of 54805
 
CREE in G&K terms:

It seems to me that CREE is sort-of like a small JDSU in its field, probably more like Uniphase was on its own. The company has patents and intellectual capital to produce its products, but it's unclear whether a true tornado will spawn, though earnings and revenues are increasing at a rapid rate so far. So does this make CREE at prince with potential to be a king?

See ya,

cw


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