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

To: FLSTF97 who wrote (17058)	2/3/2000 9:26:00 AM
From: mtnlady	Respond to of 54805

Excellent post FB! I agree whole heartedly and I believe your LED tornado and future SiC bowling alley scenario is accurate. I to have read numerous articles on possible competitors/materials to SiC but have not seen anything that says these materials are a) as cheap to produce as CREE's SiC methods b) offer the same type of performance when it comes to heated environments etc.. Like you I believe CREE's SiC potential lies in the chips/power switches etc... markets. LED's are very exciting and a proven cash cow (50+% margins!) for CREE. The monies generated and the production ramp up that the LED market is providing CREE now is a fantastic way for them to position themselves for the next market/product hurdles they face. Again GREAT (!) post and keep them coming! And yes.. like you I am not 50-100% CREE. Only 6.5% of my portfolio is CREE at this point in time (same as QCOM). I expect this percentage to dramatically increase over time though as I purchase CREE on any pullback and QCOM on any significant pull back. Both are key investments for the future (QCOM I primarly bought to position myself for the 3rd generation of wireless that is coming - I pretty much missed Q's great run last year). Future meaning next 4-8 months! Lol! My primary investments are still in the fiber optics and CRM/e-commerce side of things (I am paring down a bit here and moving the monies to CREE/QCOM).

To: FLSTF97 who wrote (17058)	2/3/2000 9:29:00 AM
From: DownSouth	Respond to of 54805

CREE response to fatboy That is one of the most insightful, balanced CREE reports I have ever seen. Thank you. I am putting in my CREE 3-ring binder for easy reference. Looking forward to the next report.

To: FLSTF97 who wrote (17058)	2/3/2000 9:32:00 AM
From: garyx	Read Replies (1) \| Respond to of 54805

FATBOY -- Thanks for that look at CREE -- much more and better technical knowledge than I've seen compiled. Very impressive. I love Cree, and I hope one day to become a Creelionaire <br> 8->, but I have been concerned about the lack of a value chain being created. Correct me if I'm wrong, but doesn't CREE lack any kind of value chain? Switching costs from CREE seem miniscule, would a technological advance occur. There's no group of alliances and subcontractors who have any kind of interest in keeping SiC alive -- or am I wrong? I love CREE, but I wonder how much of a gorilla it is and how much of a play on one "magic material" -- until the power switch tornado occurs. Thanks -- can't wait for the next one! GaryX

To: FLSTF97 who wrote (17058)	2/3/2000 1:25:00 PM
From: FLSTF97	Read Replies (1) \| Respond to of 54805

CREE I am struggling to convince myself not to invest more $ until I see them solidifying a base in the non-LED device business. Based on the cree stock activity today this post/decision has to be my most ill timed decision since I decided to not buy JDSU last summer. Maybe one day I'll get this investing thing figured out...until then I'm doomed to a day job. FATBOY