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Technology Stocks : Wolf speed

WOLF 18.85

-4.2%

10:47 AM EST

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To: Sunny who wrote (1424)	1/1/2000 4:27:00 PM
From: FLSTF97	Read Replies (1) of 10713

Unfortunately they weren't devoid of terms unique to semiconductors so don't be put off by all the boring details. I think that the key thing to realize is: 1) There are alternative materials to make blue LED's 2) There are competitors making SiC wafers 3) There is a lot of activity going on in this area because of the huge potential in areas involving: high frequencies (bandwidth, telecom), high temperatures, high power (motors, actuators, switching devices.) One of the articles mentioned megawatt solid state devices. That essentially isn't possible (well technically it isn't practical) today. By definition if they could succeed by using SiC that would be a discontinuous innovation. Integrated circuits that can operate at temperatures of 500 deg C (how hot is that? ...it would be glowing a dull red-orange) would be a discontinuous innovation. These are the kind of traits that I'm looking for. Cree is not really there yet, but it seems like they are likely on track to get there before most others. For the G&K fans, its not clear that Cree has solidified architectural control, but the array of patents may allow them to do that as well. It will be interesting to observe. Fatboy

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