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

To: Robert Jacobs who wrote (17717)	2/11/2000 8:22:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

dunno exactly what you are saying I'm saying that many of the same enthusiasts about CREE were equally enthusiastic investors in Rambus last Spring. I'm saying, based on the Gorilla Game, that Rambus was theoretically less risky in one sense in that it was further along in the technology adoption life cycle at the time. My understanding is that Cree is trying to cross the chasm, with backlighting of handsets and auto dashboards, etc., but hasn't yet found widespread adoption. I'm saying that CREE looks good, but we should be a little cautious here because pre-tornado plays carry greater risks than those in the tornado. I'm saying, because of these risks inherent, that the enthusiasm for CREE should be bridled, not unbridled. Is there nothing that can go wrong with an investment in CREE? Or have we not found those things that can go wrong? I'm not criticizing investments in CREE, or its enthusiasts. I'm just saying we should be balanced and cautious. Based on our shared experience with Rambus. Yes, yes, I know, these are in different industries and so on and so forth.......but, they are similar in that Rambus then and CREE now are both in the chasm, trying to cross. BTW, I like what I've seen about CREE in the discussion. Can it really be there are no switching costs because it has no competitors? Pretty amazing if true. Apollo