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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (11614)	12/9/1999 2:44:00 PM
From: FLSTF97	Read Replies (2) of 54805

Can CREE be a part of the Q value chain? This post by engineer got me to thinking that perhaps CREE presents a potential solution pathway (albeit not in the short term) to the problem mentioned in the link. If one gives merit to some of CREE's patents and press releases, it is conceivable that CREE can deliver much higher power, high frequency transmitters which drives the need for additional towers. Technically it is indeed physically possible. The question is if they have developed practical, cost effective solutions and how long it would take to design in these devices. I would see this as giving even more support for the mobile wireless concept since having multiple cells able to reach a given user has to simplify the loading scenario and reduce the likelihood of lost data. So does 2 + 2 = 8 in the case of CREE and Q? Who knows, but if I were leading CREE I would definitely be trying to find a way into this market and some of the recent press releases make me think something is in the works? FWIW, I think CREE deserves consideration and more careful review of its DNA. I've reviewed many of the patents and I like what I see. What I don't like is a recent management statement to the effect that they were proud to announce price reductions and virtually a simultaneous announcement that they are capacity limited. The blue diodes are the current life blood, but I don't see that as the biggest market (nor most secure.) The high powered, high temperature markets are very high margin product areas that fit into many markets. Maybe during the Holidays I'll be able to research this more fully. Fatboy

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