SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Light Emitting Devices, organic and novel

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: John Finley who wrote (40)12/4/1999 4:32:00 AM
From: unclewest  Read Replies (1) of 330
 
BTW, GNTX sure did alright.

i think we are going to find that gntx is doing nothing more than making leds from SiC led chips made by cree. siemens/infineon is already using them in audi and the new vw. nokia is using cree leds in their new cellphone. many others are using cree chips for leds also.
cree is just opening a new production facility. they have another huge new plant under construction to be finished next october.
my guess is that gntx will have to wait for cree's new production to get leds for their products. cree is sold out for the next 18 months.

yesterday's prudential report on cree spells it out...you can view it at multex.com. requires sign up...but it is free.
messages.yahoo.com

unclewest
full disclosure...long cree
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext