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To: Ron who wrote (3527)8/10/2000 10:51:38 AM
From: sam  Respond to of 10714
 
In my very humble and quite crude opinion (IMVHAQCO), I see institutional interest as mixed...but trending toward the buy side...with money flow somewhat positive (though it was quite negative eod yesterday). Thus I tend to agree with you that LEH may actually be buying here. FWIW, I'd love to know what Kevin Landis is doing now with his CREE positions...as he is one of the smartest fund managers in business...as well as one of CREE's strongest supporters.



To: Ron who wrote (3527)8/10/2000 11:14:26 AM
From: ratan lal  Respond to of 10714
 
I am looking at a level II screen and I see LEHM has a buy of 100 shares at 95 and a sell of 500 at 100.

No games at least at the moment. However the way the play games is to put in a buy / sell of a lrge block and immediately remove it as soon as the price comes close. Easy to miss something like that unless youa re watching it like a hawk !!



To: Ron who wrote (3527)8/10/2000 11:24:52 AM
From: pompsander  Read Replies (1) | Respond to of 10714
 
Twice in the last 10 days now CREE price has come under pressure. Response from Management both times? ---Announce another big order! LOL. How many more does Neal have in his black bag? <g>

Somebody smarter than me should run some historice price to sales ratios utilizing the newly confirmed 2001 commitments and see where we are (or should be).

I also agree that someone or someones are tampering with our price action. This, too, will pass.



To: Ron who wrote (3527)8/10/2000 6:59:45 PM
From: gingersreisse  Read Replies (2) | Respond to of 10714
 
your suspicion on MMs may be supported by a look at daily volume in CREE. Back in May and June, daily volume was 70% of what's it's been the last 12 days. A look at the last four months, with a daily reading will show that pretty clearly.

Q for the CREE fans: into whose value chain would CREE fit most effectively? Potential buyers?

GSR