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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: vampire who wrote (77999)	6/12/2002 4:59:54 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 99280

I think CREE is a cheap stock with good technology and a lot of potential. I'm showing a small gain on CREE currently, it has a nice short position to provide a floor, and management and the balance sheet has taken its medicine with regards to Ultra RF, and is much cleaner now than it used to be. They also have a healthy cash position of $157 million, no debt. We'll see what happens with CREE. Of the short candidates you mentioned, BRCM looks the best, that one is probably going to $10, a market cap of $5.3 billion is too much. <bg> A-M-S