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

To: garyx who wrote (17063)	2/3/2000 9:58:00 AM
From: FLSTF97	Respond to of 54805

CREE I love Cree, and I hope one day to become a Creelionaire , 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'll cover some of this in part two which I hope to post this weekend when I have more time. Fatboy