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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: unclewest who wrote (13319)12/26/1999 9:48:00 AM
From: Mike Buckley  Read Replies (2) of 54805
 
unclewest,

Is there a market to which which CREE can sell their crystals to be used in products made by other manufacturers? If so, is a value chain rallying around CREE's SiC?

If there is no such market, is there a potential that it might form? What are the obstacles that must be overcome for that market to form? Who will remove those obstacles and when might that happen?

--Mike Buckley
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