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To: Guy Gordon who wrote (1952)	2/9/2000 5:55:00 PM
From: straight life	Read Replies (1) \| Respond to of 10713

I think you may have misconstrued the G&K consensus: there is no consensus that CREE is a gorilla. Furthermore I don't understand your snide remark:"instead they are debating where Cree fits in their artificial scheme of things". Of course the term 'gorilla' is an artificial construct (one among numerous others) used to make sense of an otherwise chaotic investing arena. How do you take issue with it?

To: Guy Gordon who wrote (1952)	2/9/2000 6:22:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 10713

>> It's articles like this that should convince the people over on the G&K thread that Cree is no potential Gorilla. But instead they are debating where Cree fits in their artificial scheme of things. For someone who is touchy, as witnessed by your rants at Robert Sheldon, you are obviously insensitive towards others. Have you rtfm, or does your PhD qualify you to look down your nose at things you haven't studied based solely on intuition? It seems to me you might be injecting a very high NIH factor into your analyses. Prosperous investing, uf

To: Guy Gordon who wrote (1952)	2/10/2000 12:06:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10713

It's articles like this that should convince the people over on the G&K thread that Cree is no potential Gorilla. But instead they are debating where Cree fits in their artificial scheme of things. Perhaps Cree is not a potential Gorilla. That is what we are debating on the G/K thread. Few, if any, there have declared CREE a Gorilla. In fact, the consensus is that it is not a Gorilla because the Tornado has not formed. Now, about this "artificial scheme of things" concept you bring up here. Can you point me to an investment model that is not "artificial"? Please put that "real" model in a box and send it to me if it is not too heavy in weight or too large in physical size.