OT
Jerry,
<<CREE <1% (Gorilla of SiC)>>
Ahem. As a 5% Creetin myself, I feel queasy with your overly enthusiastic appellation. First off, as far as I understand it, Cree has a patent portfolio, a headstart in, and substantial expertise in certain ways of making SiC crystals, but they don't "own" SiC the way Q "owns" CDMA. So I consider them a King there, not a Gorilla. Second, since SiC is known to be great for some things that are nice businesses (jewelry, led's) but hoped to be great for lots more that are monster businesses, it should probably be put in the shiny pebble (or snowball<g>) category, since its real potential comes from distant post-chasm stuff, no?
:0)
tekboy@tsk,tsk.com |
