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

To: tinkershaw who wrote (34141)	11/1/2000 12:52:49 AM
From: tekboy	Respond to of 54805

for those who don't know much about this CREE thing that tinker's talking about, here's a draft primer: boards.fool.com tekboy@hopeitdoesbetterthanhisotherpicks.com

To: tinkershaw who wrote (34141)	11/1/2000 2:59:00 AM
From: chaz	Read Replies (1) \| Respond to of 54805

Tinker, I hold both CREE and RMBS, but like you, feel RMBS is slightly more risky but with greater and closer potential. So, almost at yesterday's low, 40 and a tiny fraction, I doubled up on RMBS...feeling almost like I stole it! I also cleaned house yesterday, selling for profit in LU and ANF, placing the proceeds equally in ITWO, NTAP, and SEBL. Today, except for Q, all were green for me. That puts me dead square in the G&K camp. GMST in the Roth, plus JDSU and QCOM to round out the trading account. No margin....not yet anyway. Maybe after the election, but baby steps if then. I used margin to my very great benefit starting about a year ago, gave most of it back by not taking profits, and, like many of us, have been up and down the roller coaster most of this year. If after the election, AG makes any noises about a neutral or downward bias (he's been very quiet lately), we will see a burst in the techs, led by the G&K's. That would be a nice side dish to go with my turkey. Chaz

To: tinkershaw who wrote (34141)	11/1/2000 7:33:32 AM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Tinker, I have been holding my breath waiting for you to respond to the INTC/RMBS rumors. So far, all we know is that some analyst claims to have a secret document. It could be that that document was on a "strawman proposal" within INTC and was never adopted as a plan. It could be that the whole thing is fake. It could be that the other shoe will fall as the document is acknowledged as true future direction. In any case, what's your take?

To: tinkershaw who wrote (34141)	11/1/2000 11:00:32 AM
From: mauser96	Read Replies (1) \| Respond to of 54805

I've owned CREE for quite a while. Yesterday it was my biggest percentage gainer. I can't make any sense of the CREE price fluctuations. They maybe based on some mysterious cosmic vibrations, because for sure they are not based on news or any fundamental changes. IMHO,CREE is in a tornado, and is the gorilla of SiC semiconductors. They are not yet the gorilla of LED, but the eventual price advantages of using a semiconductor vs a non conductor should allow them to grow a bit of hair. Then there's all the future stuff SiC can be used for... After watching tech prices crater recently, I don't use the word "safe" and "stocks" in the same sentence. If I was using margin I wouldn't use them in the same paragraph. Why take the chances of a large margin position? To do well over the long run in the markets you have yourself whether you are doing to get rich or to have an exciting experience. I have no objection to a small margin position for fun, but it's hard to discipline yourself when the markets get euphoric. On this thread there are many examples of people who were able to give up their day jobs without resorting to the risks of margin.