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

To: Uncle Frank who wrote (27738)	7/12/2000 10:49:39 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Frank, Excuse me. Does that mean you're classifying gmst as a Gorilla... again? It's a good thing this isn't the curmudgeon thread because you wouldn't be excused there. Here, you're excused. :) I've never classified Gemstar as a gorilla. I did make the mistake once of thinking the tornado had begun but that's not to be confused with incorrectly labelling the beast. Since Malcolm's research is based on forward thinking of as much as three years out, I stand by all the inferences you choose to make in my prediction. --Mike Buckley

To: Uncle Frank who wrote (27738)	7/12/2000 11:08:03 AM
From: unclewest	Read Replies (1) \| Respond to of 54805

UF, per our discussion, here is a little update on cree... unclewest cree is increasing earnings at 11% monthly right now. that is the equivalent of 15 points a month, and i see no end to this growth in sight. i am not saying it will continue at this rate...but continue at a high rate, it will imo. what we have learned in the past 6 weeks. cree has announced a huge improvement to their current best selling product...this improvement has opened enormous new consumer markets and increased yield...read this carefully. biz.yahoo.com cthr just announced record shipments in a quarter...guess where they buy their SiC? biz.yahoo.com cree is in final development of a new product, that i have read...has the potential to save 5% of the energy cost in the world...how big is that? biz.yahoo.com cree has just commenced shipping an rf product...that addresses another huge market. biz.yahoo.com mvsn just announced a breakthrough in their technology....mvsn ceo recently stated they will sell tens of millions of these beginning next year. look at mvsn chart since they demonstrated the products. i have a small position. as stated in the press release...cree supplies mvsn. biz.yahoo.com world theater in partnership with ibm plans to roll-out electronic billboards throughout the world next year using cree products. cree is about to occupy 2 new buildings...each about the size of the current plant...cree has the cash to buy these outright and will have cash left for even more expansion.

To: Uncle Frank who wrote (27738)	7/12/2000 11:12:03 AM
From: drew_m	Respond to of 54805

UF, Mike must have listened to the entire CC with Henry. I have taken some of my cash this morning and purchased more GMST. When you listen to Henry describe the future potential of Ebook's and his desire to avoid any hint of a royalty game (hardware, leave that to Thompson) you begin to understand just how big this could be. Still a great deal that could go wrong, but the upside is as strong as I see in my port. If you have not heard the CC please take 20 min and listen. Drew PS I hear that EPG is going to be cool too. :)