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To: JRI who wrote (152869)2/2/2000 2:57:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 176387
 
~OT~.....Check out CREE....It's a real pioneer and its really starting to move up in a BIG way...!!!

Here are some highlights from a new Bank of America report...

biz.yahoo.com

<<NEW YORK, Feb 1 (Reuters) - Banc of America Securities said on Tuesday it had started coverage of Cree Inc. (NasdaqNM:CREE - news) with a strong buy rating.

-- Analyst Alex Gauna said Cree is the world's leading provider of blue light emitting diodes (LED) that complete the LED color spectrum and form the basis for the world's most efficient generation of white light.

-- said booming demand for blue and green LEDs will help Cree's financial performance through December 2000;
key demand drivers include wireless handsets, automotive instrument panels, traffic signals and full-color LED
displays.

-- said Cree is a unique competitor in all its target markets because it controls production end to end; no other player in electronics or opto-electronics can claim to control capital equipment production, substrate production, device processing, and testing to the level that Cree lays claim.

--Target price for 2000 is $200/share.>>
-------------------------------------------------

Good Luck Investing.

Best Regards,

Scott



To: JRI who wrote (152869)2/6/2000 4:16:00 PM
From: Gabriel008  Read Replies (2) | Respond to of 176387
 
John, I'm guessing that DELL will report OK numbers this week. However, I also suspect that their ROIC will drop dramatically. After all, they're not making the huge returns they used to in the options market. BTW, did you see the interview with Joe 'The Bull' Battapaglia. He says dump CPQ, GTW and DELL. Regards.