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


To: Grantcw who wrote (25190)5/23/2000 10:04:00 PM
From: Robert Jacobs  Respond to of 54805
 
Cree: We did not talk about MVIS. To make life simple, I have modeled Cree based upon 12 month periods starting Dec 99 going forward to 2005. the monthly starting run rate of 30m/month I used in my own projections is probably low considering their march 99 was 20m. Without going into details and using my assumptions based on my visit, I can see a company earning $12 - 40 share if they can commercialize their other products!