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

To: mtnlady who wrote (17445)	2/7/2000 1:30:00 PM
From: Uncle Frank	Read Replies (4) \| Respond to of 54805

>> UF do you believe CREE/SiC has not gained market acceptance yet in LEDs? ... (i.e. has it crossed the chasm) Refer to the Technology Adoption Life Cycle, which is on page 21 of the original fm. Despite their lead and market share, CREE is still in the stage where their users are Innovators and Early Adopters. There is no chance of Bowling Alley or Tornado activity until they cross the Chasm and begin to gain customers of the Early Majority persuasion. That space between the Early Adopters to the Early Majority is the dreaded Chasm, and as Geoff says in his book, Crossing the Chasm, To be specific, the point of greatest peril in the development of a high-tech market lies in making the transition from an early market dominated by a few visionary customers to a mainstream market dominated by a large block of customers who are predominantly pragmatists in orientation... A successful crossing is how high-tech fortunes are made; failure in the attempt is how they are lost. The above applies to the fortunes of a company and its investors. Since Gorilla gaming is designed to be a low risk/reward approach to tech investing, cree is not suitable as a major position for Gorilla gamers at this time. jmho, uf