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Technology Stocks : Wolf speed -- Ignore unavailable to you. Want to Upgrade?

To: LindyBill who wrote (1904)2/8/2000 11:32:00 AM
From: SecularBull  Read Replies (2) | Respond to of 10713
 
I'm sitting at about 2.3% of portfolio. Mine is in options, though, and that represents quite a bit more in terms of underlying value. If I exercised, it would be about 9%.

I don't plan on acquiring more, at this time. Nothing against the stock's prospects, but I think that I have what I want already.

Regards,

LoF



To: LindyBill who wrote (1904)2/8/2000 11:32:00 AM
From: melinda abplanalp  Read Replies (1) | Respond to of 10713
 
Boy did you just make my day!!! Considering how much I respect your opinion....and to think I am already a Cree share holder.....heaven!!!

No if I can just convince you to buy that penthouse in the City By The Bay, where You Left Your Heart. Oh well.. :(

VBG

Mel



To: LindyBill who wrote (1904)2/8/2000 11:33:00 AM
From: FLSTF97  Read Replies (1) | Respond to of 10713
 
I like this company, but I am waiting for somebody in Asia to "drop a shoe". Hope not

Can't count it out, but the best sign against that happening is that Matsushita (Panasonic) decided to buy CREE LEDS even though they've had an internal development program for years.

Also Sony buying from CREE is a second indicator that at least the Japanese are behind. If there was a viable Japanese source they would buy from them. The Japanese are the most nationalistic society of all time although the So Koreans run a close second.

Its probably CREE's game to lose.

FATBOY



To: LindyBill who wrote (1904)2/8/2000 2:49:00 PM
From: Matrix_Man  Read Replies (1) | Respond to of 10713
 
LindyBill - are you the Lindy that once had everything riding on one stock? I am finding myself getting precariously close to that predicament. The more I learned about Cree the more I put money into it last fall. Now it represents about 2/3 to 3/4 of my net assets - but then my highest price is in the low 70's. I plan on keeping long term - selling would be quite a tax problem for me. How did you work yourself out of that position?


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