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Technology Stocks : White light from LED

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To: John Finley who wrote (145)	12/28/1999 6:59:00 AM
From: unclewest	Read Replies (3) of 565

Well, in the same vein there's still the other display folks. I assume someone will make direct LED displays besides the OLED people. I don't know, though, the display business is sort of a crap shoot. hi john, i expect IBM to announce a world theater program soon. i believe this will be a plan to place signs and billboards around the world. off-site, wireless, computer controlled...i expect them to use cree's led's. don't recall if i posted here that nokia just started using cree led's in their newest cell phones. cree ceo says he expects to increase current yield by 400%...the on-going move from 2", to 3 and 4" crystal growers will enable another 300% growth...cree's new factories opening next june and october enable another 300%. 3 x 3 x 4 = 36x potential short-term growth for cree. does anyone see a better play in this area? happy holidays to all. unclewest

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