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To: Bill Harmond who wrote (50280)7/1/2009 4:11:22 PM
From: Doren  Read Replies (1) | Respond to of 57684
 
Can I ask why? If you have the time.

Goog I can understand. Why not Bidu?

First Solar - solar scares me, it trades irrationally on oil prices, and is more of a commodity than a tech. Are you going for a gorilla here, and betting oil is going to rise?

Cree I used to own and follow, looks like they have expanded into more markets, I always thought the gemstone part was an anchor.