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

To: Robert Jacobs who wrote (17672)	2/10/2000 4:44:00 PM
From: RocketMan	Respond to of 54805

I know it's not luck, it's our great DD :-) I did quite a bit of DD on cree before I bought, with the help of unclewest and many others on this board, and have been greatly rewarded over the last month. I also did a lot of DD on gmst and I'm sure I will be rewarded one of these days, when I get lucky :-)

To: Robert Jacobs who wrote (17672)	2/10/2000 7:03:00 PM
From: albertmassachi	Respond to of 54805

You are very lucky to accumulated so many shares of CREE before it got so high. I am also buying at every chance that I get. How did you know so long ago that CREE is a sound stock and share with us if you know of any other stocks thanks

To: Robert Jacobs who wrote (17672)	2/10/2000 11:01:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

Cree Robert: I'd like to say that I am glad to see you posting on our thread, here, and what with all the discussion, I find myself very interested in Cree. I appreciate your input. I started buying cree a year and a half ago and accumulated 50k shares over the past 12 months. I was lucky to have the opportunity to buy at great prices...but I do not feel it is luck at all that cree is executing their plan...they have very experienced management and know exactly what they are doing. the stock price only reflects the market's recognition of what they have and where they are going. I have sat with management on many occasions so I feel comfortable with my position. I encourage everyone on this board to hold, not trade cree. it will soon be a monstrous gorilla. I feel compelled to say that it was exactly this kind of enthusiasm expressed by you, UW and other knowledgeable folks that persuaded me to buy heavily into Rambus last Spring, '99. This is NOT a criticism. I favorably recall your story back then about the importance of LTB&H related to Microsoft, and how you regret selling about half your original position early, but also did enormously well with the remainder of the position. It was a great lesson not lost on me (related to Qcom). But I should in fairness also say that your story was told in relation to the potential greatness of Rambus. At the time, Rambus was actually almost all the way across the chasm, and further along than CREE. Needless to say, Rambus didn't exactly work out, and I bailed end of September, '99. I suspect your position in Rambus is greatly reduced too. We lost that one because Intel blinked (in fact, it's been blinking so much, it looks like the Rapid Eye Movement, REM, that we do in deep sleep!) and the RAM manufacturers won the day. I took your advice then and followed Harvest and others on the Yahoo Cree thread, but elected not to get in then, but to put what I had into Qcom. So what's my point? Well, actually, I'm not sure. I love your knowledge and that of others about CREE; I suspect I'll take a position (are you listening UW?); but I want all of us on this thread to understand that we should take all the enthusiasm and remain a bit cautious. Hope what I'm trying to say comes across OK. No offense at all intended to you, Robert, to UW, or to the others. BTW, I would like to publicly thank Fatboy, and once again our local carpetologist, for substantially raising my understanding of CREE in GG terms. Apollo typing away from a scuzzy hotel in Orlando, having suffered kneeroom shortage on a scuzzy Delta 737, preparing for an investigators' meeting to reduce the need for blood transfusions in critically ill patients, and staring at a soggy Caesar salad. Boy, what I'll do to help all you unsuspecting folks!