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

To: LindyBill who wrote (15860)	1/21/2000 4:53:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 54805

Would be interested in understanding why you may start to nibble at CREE. ... I consider it my job to give people a hard time about any new company and make them defend it. Merlin will give you a four page analysis when he makes a move, mine is more gut, after letting my subconsious guide me. Thanks for making the cree proponents justify their recommendation. It took me 2-3 days to sort through this and make up my mind. So while others are trying to figure out whether to nibble on cree, I just checked my portfolio and have made 50% on it :-) Not that I would recommend jumping in as quickly as I tend to do, but sometimes you have to go with what feels right. If cree is one half of what they say it is, it is worth a lot more than it is trading it. Concerning gmst, I have to agree that it is probably too early. But I am up to my eyeballs in it right now. However, it is with calls, so if it doesn't play out I won't lose as much as if I held the common. Gotta say, though, Q is still my biggest holding, by far. Once that gorilla starts moving again, it will be quite a move, with all the basing it has been doing.