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

To: LindyBill who wrote (17652)	2/10/2000 6:21:00 PM
From: Mike Buckley	Respond to of 54805

Baskets of Gorilla Candidates Fatboy:"Unfortunately a basket here [in CREE's space] is difficult" Lindy: The basket concept, which is big in the book, has been abandoned by most of us, I think, when it comes to investing in Gorillas. Lindy, I assume you meant gorilla candidates. Even so, I think it's dangerous to generalize. Besides, it really doesn't matter what most of us do in my opinion. When I invest, I don't invest most of our money. I only invest mine. :) But I do get your point. Fatboy, don't forget that CREE is an enabling technology. It is usually difficult to find a basket of enabling technology plays. It's usually much easier to find a basket of applications technology plays. --Mike Buckley