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


To: FLSTF97 who wrote (17643)2/10/2000 11:49:00 AM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
CREE too early or too Late, (and NOK)

1) When I bought last week, I had finally convinced myself they had a good crack at Gorilla Hood.

2) After Merlin's post last night, (and I don't mean that he has annointed CREE yet!), I am even more convinced.

3) If we are right, we will look back at CREE's present price in two years and laugh!

I got into NOK at 200 3/4 this morning. I don't know how the stock will do, but now I get to go over to the Nokia thread and play in Tero's sandbox! :0)



To: FLSTF97 who wrote (17643)2/10/2000 12:56:00 PM
From: KY  Read Replies (2) | Respond to of 54805
 
Fatboy,

I find this comment you made interesting:

"Unfortunately a basket here is difficult"

When analyzing gorilla candidates and trying to determine how far we are from the tornado, does it make sense to look not only at the candidate, but also the candidates in the basket?

For example, what does the Siebel basket of stocks say about their tornado vs. the Cree basket and their potential tornado?

Just lurking and thinking out loud.

KY



To: FLSTF97 who wrote (17643)2/10/2000 3:34:00 PM
From: Robert Jacobs  Read Replies (1) | Respond to of 54805
 
cree early or late? Cree is a $5B market cap company. Unless they are bought or they flub execution, they can grow to be a $100B+ company. Look at the market potential, their product potential and their managment team along with IP protection and then decide if you are early or late.