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To: Sunny who wrote (1921)2/8/2000 5:15:00 PM
From: Gus  Respond to of 10713
 
I agree that 75% Cree would not be as secure as a 75% QCOM was late last year.

C'mon, Sunny. The Fed added $50 billion to the economy during the last quarter of 1999 to insure against any deviant economic behavior due to Y2K. Haul out those charts across the board and you will see a wide range of technology stocks popping like popcorn during the last two months especially. <g>

Now with global interest rates rising, the prudent thing to calculate is the eventual separation of the wheat from the chaff once the seasonal flood of pension-related money starts to subside. I think we both agree that CREE has the superior fundamentals to continue regardless of funds flow.



To: Sunny who wrote (1921)2/9/2000 4:01:00 AM
From: LindyBill  Read Replies (1) | Respond to of 10713
 
Are you suggesting that you would sell a portion of a double because you were uncomfortable with the success?

NEVER! I would let it run. Selling it is what the damn brokers would do to you. Would I add more? depends on what else I have. I added more CREE today, but it is still only 3% of my portfolio