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

To: 100cfm who wrote (26234)	6/12/2000 9:41:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

It all started with the big run up in Cree and Elon i plead guilty! i brought cree here last year. somewhere around 30-40 i believe. i bought initially at 32 and then a bunch at 24 after the drop. O'Neil probably shuddered at that move. everything i said about cree is true or better so far. and the story is improving still, AND more importantly revenue and margin growth are obscene and still accelerating. if anyone is not familiar with the growth plan...i suggest, read back, call cree, do whatever you have too...everything i projected last year is ahead of schedule. believe if you read back...i also mentioned buying elon heavy at around 12-13 when they were awarded the ANSI standard. this is a helluva thread and i am about a few 1000 posts behind. unclewest ontheroad.... gas in illinois is very expensive(1.80) and regular is scarce in some gas stations and being rationed at 10 gallons. making me nervous, very nervous.

To: 100cfm who wrote (26234)	6/13/2000 10:52:00 AM
From: Apollo	Read Replies (3) \| Respond to of 54805

Sandisk.... Sndk seems like Deja-Vu to me. Even though I'm being strongly urged to buy SNDK by friends outside of this thread, I'm not even considering it until someone claims they see compact flash disks swirling in a large circular pattern. Century...........Compact Flash memory cards are in a tornado, IMHO. Flash cards are in the midst of replacing film, and audiocassette tapes, and CDs, and videocassette tapes. Is Sandisk in a tornado, itself? See reference below: thetelecommanalyst.com snippet>>>>>>>> "Future generations will likely hear about the large disks, tapes and cumbersome camera film that had to be lugged around in the 20th century. SANDISK (SNDK) is in the business of developing memory chips that can replace all types of recording media in common use today. The Silicon Valley-based semiconductor company invented CompactFlash memory cards that have now become the de facto standard for digital cameras, and it co-invented MultiMediaCards that are widely used in MP3 portable players as well as other applications such as digital camcorders and PC cards. Rating SANDISK a STRONG BUY, analyst Dan Niles of Robertson Stephens says, "You have to ask yourself what's the potential size of the digital camera market, and what's the potential to replace film with flash memory storage." First quarter revenue from all sources was up 148% while earnings per share were up 200% over the same quarter in 1999. SANDISK has been profitable every quarter since the three quarters before going public in 1995. " Apollo