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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (13378)12/28/1999 8:20:00 AM
From: RocketMan  Read Replies (2) of 54805
 
What's the difference between the likelihood of CREE's competitors growing better SiC and the likelihood of Qualcomm's competitors making better CDMA chip sets?

Mike, good point, and a question I also posed on the Q thread, but without reference to cree. However, the potential problem that concerns me about cree does not translate directly to Q for two reasons: Q owns IPRs on the CDMA technology, and an ASIC is much more complex than a crystal. Unless someone tells me that cree owns a patent on SiC or on a unique way of manufacturing it, its BTE is much lower than that for Q. Having said that, I think in the longer term someone will indeed beat Q to making cheape ASICs, and my bet is on Kyo or some other Japanese company. However, between now and then we will make a lot of money, and even after that there should be residual IPRs. JMHO.
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