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

To: Uncle Frank who wrote (17407)	2/7/2000 9:10:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Us uncles need to stick together The two of you are well appreciated by your many grateful nephews and neices. :) 'Fess up, Frank. Part of the reason you invested in CREE is because unclewest's research partner still owns his Softie IPO shares. THAT'S gotta count for something! --Mike Buckley

To: Uncle Frank who wrote (17407)	2/7/2000 12:38:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

UF - I'm in the process of rereading the TRFM. Without going into too much detail it seems that CREE/SiC is definitely in a rather large bowling alley of LED's as it has SiC has been 'accepted' into this 'niche'(a large niche!). In addition a value chain is beginning to form around SiC at this point in time (for the LED market). Anyway... my point in this message.. and a response to Mike (i.e. 'is it too early to invest in CREE') is Moore point on page 33 of the TRFM that this formation of the value chain in the market niche is critical for ""for the first time it (SiC in this case) has committed customers and a protected marketplace to support it in the years to come." And now the important part... This is "also the earliest investable moment in the gorilla game" Moore also points out that each bowling alley creates it's own "micro-hypergrowth" period. For me this is an excellent time to have moved CREE from my watch list to a more substantial holding. CREE appears to have a very strong toehold now in the bowling alley of LED's and is using this time to build up a value chain. CREE/SiC stands an excellent chance of moving into other bowling alleys (e.g. power switches etc..) from this position of strength. I used this same philosophy (although I didn't know anything about G&K) to do quite well in the CRM arena. Each 'bowling alley' was big enough to support a very strong company and I invested in what I perceived the 'winners' to be. These created a very 'short' list of companies that made for a blue prize basket when the CRM market niches converged together and the 'real' tornado started. In the mean time we can ride CREE's period of "micro-hypergrowth" with an excellent cat bird seat as to if SiC will leap across to the next bowling alley or not. If not.. we should have time to move our profits into something else. We do need to keep an eye on this one though.