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

To: FLSTF97 who wrote (23874)	4/29/2000 2:52:00 PM
From: Sunny	Respond to of 54805

I completely agree. Positive FCF would have made a marvelous company even better. In the short history of this company since it started selling product we have seen amazing results. I think the story is even more compelling since they are still learning how to make SiC in a more cost effective manner. They are developing processes, improving manufacturing yields and making a mass market for things that did not exist before. Their materials technology opens the door for even greater opportunities. This is a technology based manufacturing company not a software company. They must invest in plant and equipment if they ae ever going to reach critical mass. In Cree's case they are helping to fund PP&E out of cash flow instead of just drawing down funds or borrowing money. Having said all of this, our correspondence is like 2 members of the choir singing a duet. We both know the words and the music and enjoy hearing how the song plays out. Sunny