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To: Guy Gordon who wrote (1980)	2/10/2000 1:27:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 10713

Guy, I am sure that you are a prosperous investor, but your perspective on things is very different than mine. I am pretty sure that I will not be able to influence your opinions nor you mine. So I will drop this discussion for now.

To: Guy Gordon who wrote (1980)	2/10/2000 1:37:00 PM
From: mtnlady	Respond to of 10713

"You speak of a consensus in the G&K thread. I see no consensus there. Several people have declared Cree to be a Gorilla. Others have argued about whether it is "crossed the channel", "in the bowling alley", "in the tornado", etc. I see this confusion and disagreement as evidence that Cree does not fit the GG model at all." Guy I think you are mixing apples and Oranges a bit. The terms 'crossing the chasm' (not channel), 'bowling alley' and 'tornado' all describe the PATH that any potential Gorilla or King has to travel. The second discussion - i.e. is CREE a Gorilla or King - is WHAT WILL THEY BECOME AFTER these events take place. My take on the G&K thread - I have not read it sense yesterday and I've missed several posts. Is that the primary discussion has centered on two factors. Where is CREE current position along this path (pre chasm, bowling alley or tornado). These discussion is important for some because it involves their initial investment timing. A 'true' GG will not invest until a discontinuous innovation such as CREE's SiC has matured enough to be past certain critical stages in it's life. This reduces risk while still retaining the greatest reward. "analyzing Cree itself" Ongoing discussions about CREE/SiC do take place on the G&K board but I believe most of us go to the CREE SI thread, Yahoo CREE board and groups, raging bull and of course our own research for detail discussions/debate/research. We use G&K to only bring up the 'highlights' of events of what we find concerning various companies and to discuss our 'findings' using the G&K methodology. "but that they are trying to force-fit Cree to the model." I don't believe we are trying to "force fit" CREE/SiC into any paradigm. If the shoe doesn't fit it is counter productive to pretend it does. We would all lose money. I assure you we are not interested in such things. Instead we are interested in increasing our assets while keeping risks at a reasonable level. Again.. each board has it's purpose.