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

To: Uncle Frank who wrote (17970)	2/14/2000 4:24:00 PM
From: LindyBill	Respond to of 54805

RE: CREE it is probably a momentum run, similar to the one ntap has been experiencing. I decided to join in a little more, whatever it is that is going on, increased my position in CREE to 5.5% of my portfolio, and decreased my Q down to 48% of my portfolio to cover the buy. A little "Russian Army". CREE, CTXS, and NTAP have been my G&K portfolio winners, at 24.5%, 19% and 27.2% in the last 10 days. BVSN, and CNXT have down 32% and 22% in my "top 25 NASDAQ" fund. Q has been the loser the last 10 days, down 12%.

To: Uncle Frank who wrote (17970)	2/14/2000 4:30:00 PM
From: mauser96	Read Replies (3) \| Respond to of 54805

Uncle Frank- I think you're right about the momentum boys running up CREE price. It's out of proportion to any change in the fundamentals, but perhaps not quite so much out of proportion to the recognition of these changes. I beginning to wonder how much the G&K thread has to do with causing this kind of attention from momentum and other short term players. Are we starting to move markets in smaller stocks? Is it hubris to bring that up?

To: Uncle Frank who wrote (17970)	2/14/2000 4:56:00 PM
From: Bruce Brown	Read Replies (3) \| Respond to of 54805

RE: CREE and others performance from our two indexes (G&K and W&W) Top six stocks for the 20 month return period (not including today): CREE - 2038% Qualcomm - 1780% Network Appliance - 1492% ARMHY - 1342% JDS Uniphase - 1191% Sandisk - 979% Top six stocks for the 40 month return period (not including today): Network Appliance - 3441% JDS Uniphase - 3259% CREE - 2688% Qualcomm - 2557% ARMHY - 2389% Real Networks - 2209% Top six stocks for the 60 month return period (not including today): JDS Uniphase - 18420% CREE - 9400% Sun Microsystems - 4622% Network Appliance - 3998% Qualcomm - 3510% Cisco - 3392% CREE beats Qualcomm in all three time periods. Hmmmmm...... BB P.S. I left out any of the Godzillas for sanity's sake.