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

To: Mike Buckley who wrote (16407)	1/25/2000 4:51:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

just found this...i do not know if they use SiC...will try to find out. January edition of Armed Forces Journal Int'l has a two page spread by Singapore Technology Engineering. To highlight their technological expertise, they use a comparison with Blue LED. 2nd page is a full page spread of a blue LED. Lead in to the Singapore Technologies Engineering two page spread reads: "When it comes to bright ideas, one recent engineering breakthrough shines out.The blue LED, 100% brighter and 75% more energy efficient than the ordinary Edison lightbulb, has been achieved after eluding engineers for more than 40 years." CREE +12 7/8

To: Mike Buckley who wrote (16407)	1/25/2000 5:17:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

I hear you Mike. Believe me I bought QCOM knowing that my returns (most likely) will not equal my tornado stocks. Tornados are were the really big revenue jumps are (My opinion). QCOM's revenue growth is slowing - quarter to quarter has been +8%, +6% and now +4%. But this gorilla is my bet to win the next revolution coming in wireless. That is why I invested. I just consider myself a bit early - but with pretty nice returns while I'm waiting :-) Tomorrow will be rough on QCOM but the rest of my tornado holdings will hold her up. Assuming the market cooperates of course!