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To: pompsander who wrote (38779)3/23/2000 12:32:00 PM
From: Jdaasoc  Read Replies (1) | Respond to of 93625
 
pomp:
OTOT

He totally misunderstands the company's business plan and product mix. Tried to bury them for making "fake diamonds".
I had customer, SOHIO Carborundum, that made refractive materials out of SiC. Their starting materials were sand and molasas. I didn't understand fully the hi tech nature and value added, IP contained in CREE's products. I saw the fake diamonds too and thought they had significant limits on their upside potential. I wised up after stepping out of CREE after I had a double only to have it double again.

john