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

To: DownSouth who wrote (19221)	3/2/2000 12:08:00 PM
From: mtnlady	Respond to of 54805

"CREE and ELON. Whether or not these two become tornados, we will see that when we invested in Jan/Feb their tornados had not begun." I agree however in hindsight I think we have found that exactly when a company passes into the tornado is not really obvious until we are a month or two (or more?) past that point in time and have the benefit of hindsight. The value chains that have formed around CREE and ELON, the revenue growth that CREE is already experiencing in their first of many SiC markets, the apparent acceptance of ELON's architecture as the industry standard, and the excitement built up around these two would indicate to me that we are close. I think the stock market reacts instinctively to these events as well. When you add up all of these events you just have to step back and ask yourself exactly what is happening. I believe the 'defining event' for every company can be seen in hindsight. But for now we have only the 'sum of the parts' to look at and then follow our instincts.