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

To: Guy Gordon who wrote (17591)	2/9/2000 6:20:00 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

Guy, I think the operative word here is "commercial". The problems with ZnSe in lasers (similar technology to LED) is discussed at sciam.com As far as I can tell the commercial blue LED market is dominated by GaN materials, whatever the substrate. I've seen a more recent discussion but can't locate it now. We probably should go to the Cree thread for this. I agree that there's minimal chance of LED or lasers making Cree a gorilla, but a King is possible. King is good <<gg>>

To: Guy Gordon who wrote (17591)	2/9/2000 6:37:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Thanks for stopping by, Guy, but I do wish you'd reserve your esoteric posts for an appropriate thread. I ususally welcome "experts" on G&K, but since you have such a low opinion of our approach towards investing, I'll make an exception in your case. I presume anyone interested in your analyses can find you on the Cree thread. Prosperous investing, uf As for my opinion of the G&K "manual", I don't think much of it. The G&K thread spends most of its time trying to force-fit stocks into a pre-conceived diagram. Much more time is spent categorizing than analyzing.