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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	10/29/2000 12:17:15 PM
From: Robert Jacobs	Read Replies (1) of 54805

Cree: Expanding market as evidenced by this excerpt: "OSRAM plans to go big in Penang. Real big, with 60% of our new global investment for our new fiscal year, starting 1st October 2000, slated for Penang. The company will be investing about US$ 50 million in capacity expansion and capital equipment. Planned production volume to double to US$ 1.3 billion and a booming world market for LEDs" Cree supplies Osram with LED chips for packaging into a variety of applications. OT Uncle: you joining me and Mike at the AGM Tuesday?

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