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


To: mtnlady who wrote (15637)1/19/2000 12:31:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 54805
 
... I can't see why a strong king can't morph into a gorilla.
I don't have the reference handy, but a King cannot morph into a gorilla through better execution or lower cost. Those can always be duplicated or threatened. They can become a stronger King, or they can change the rules by introducing something proprietary (and getting it accepted by the market place). The other way is to change areas of focus the way Intel, King of memory, morphed into Intel, Gorilla of microprocessors. That said, a mighty King can outperform many gorillas for quite a while (long JDSU).
TP



To: mtnlady who wrote (15637)1/19/2000 2:02:00 PM
From: unclewest  Read Replies (3) | Respond to of 54805
 
Q: Has CREE been 'accepted' by this board as a gorilla yet? I saw discussion about them but never saw any 'conclusions'. They look very interesting to me and so far my research has shown up lots and lots of positives.

cree has been accepted by various thread members as a shiny pebble, a snow ball, a gorilla in the making, a stock with simian characteristics, a stock that will never be a gorilla, a company in an earnings tornado.....take your pick.

so far for me, cree has been one helluvan investment.

i just received an e-mail from a fellow creetian telling me that cibc raised cree to 120 this morning. this was followed by pru raising the target to 158 a bit later.