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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (13391)	12/30/1999 11:23:00 AM
From: FLSTF97	of 54805

Unclewest...thanks for posting the patent list. I agree with those who have said the patents about how to build the devices may ultimately be circumvented (let's discount the costs.) But... look at the patents on the devices themselves. These are tantamount to the early patents on the transistors in Germanium or Si, or the IC, or IRF's fundamental patent on certain Si power transistors. The difference here is that SiC material enables a whole different range of capabilities: higher frequencies, power, and temperatures. That means that devices can be built to address previously unmet demands. I don't disagree that the wafers may be a gorilla game, but I see the devices as the gorilla game. If Cree's device patents are as fundamental as I think, then why are they not in at least an Intel position? The architecture here being the physical structure of the solid state devices themselves in combination with the material. Fatboy Cree may be ahead in producing wafers and perhaps that is a It may be hard to determine if a competitor has violated a process patent, but it would be obvious if they are violating a device patent. Fatboy

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