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

To: Len who wrote (17860)	2/13/2000 3:39:00 PM
From: FLSTF97	Read Replies (3) \| Respond to of 54805

RE CREE Len I think that anyone who wants to buy CREE shouldn't think that there is absolutely no competition out there. I guess we could argue the meaning of "significant". All the indications that I can find indicate that CREE is indeed firing on all cylinders. But the potential competitors should not be ignored. The picture is somewhat complicated by trying to determine who CREE's competitors are likely to be in the future. Although I think the stock is somewhat ahead of itself, I also believe that if there are no mistakes made by CREE in the next 18 months or so and one of the other devices becomes qualified, then there could be very significant upside to the stock. I don't perceive it to be as limited in risk as others might. FATBOY