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

To: mtnlady who wrote (17441)	2/7/2000 12:46:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

ML, cree is continuing a fabulous streak, and a number of us have starter positions in it BUT >> 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 is still a pre-Chasm snowball. Re-read that part of the fm, and you'll see that the Bowling Alley is on the other side of the Chasm. It is still too early for a Gorilla gamer to take a substantial position in cree. It's a thing of delight for the early adopters, though <gg>. uf