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

To: Mike Buckley who wrote (17402)	2/7/2000 9:06:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Considering that many people in the thread didn't want to invest in a stock with less than a $10 billion market cap for some very reasoned explanations, why is it that an exception seems to being made for CREE with its $3 - $4 billion market cap? I haven't changed my approach, Mike; I'm just taking a flier on cree. I decided to do so after having dinner with unclewest in Florida. He's done an incredible amount of dd on cree, and is a very persuasive salesman for their prospects. I thought it would be a shame to let him ride to glory all by himself <gg>. Cree is about 1% of my portfolio, and is based on my respect for unclewest. Us uncles need to stick together <vbg>. uf