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

To: Uncle Frank who wrote (17412)	2/7/2000 9:32:00 AM
From: stockman_scott	Respond to of 54805

<<Cree is about 1% of my portfolio, and is based on my respect for unclewest. Us uncles need to stick together <vbg>.>> uf: I will admit after a trip I was catching up on some posts on your thread and learned about CREE here. I then surfed over to the CREE thread and unclewest had posted some very strong DD on the company. I moved quickly with my research and obtained a couple of analyst reports. By the end of last week (after my 3rd purchase of CREE) this new position had become almost 25% of the total holdings in my online IRA. It's now a larger holding than CMGI and some other more established hypergrowth firms that I have stock in --like SEBL. Yet, I have a lot of confidence in CREE and feel comfortable making a BIG bet on this emerging pioneer. If it ever does become a 'true Gorilla', then my IRA will thank me many times over again <VBG>. Best Regards, Scott