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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (13322)12/26/1999 3:41:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
aunteast, :)

I still haven't taken the time to study CREE, but I've got an initial reaction based on your response to my questions.

The company appears at first glance to be playing a royalty game and a gorilla game at the same time. The royalty play is the technology that makes LEDs from SiC crystals and wagers. The gorilla play is the technology that makes the crystals and wafers.

I wonder if CREE's strategy in making end-user product (LEDs) isn't similar to QCOM's initial strategy in making base stations and handsets. Though the company is competing with its own customers, it might be necessary to validate the efficacy of their SiC crystals and wafers.

Just some thoughts. Thanks for taking the time to answer my questions.

--Mike Buckley
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