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Technology Stocks : Wolf speed

WOLF 17.56

-3.5%

Nov 14 9:30 AM EST

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To: LLCF who wrote (1438)	1/3/2000 4:19:00 AM
From: FLSTF97	Read Replies (2) of 10713

I remember seeing a number of 15 million referring to passenger vehicles, but I don't recall the exact market definition. Assuming an average of 6 cylinders and one sensor per cylinder that could get you to roughly a 100 mil. I would venture a guess that trucks would probably add several million more. I doubt one could get more than $100 per vehicle and probably $20-$30 is more likely unless the benefits were truly outstanding. Still for a company like Cree that would be attractive even if it wouldn't make them the size of Intel. The latest price I saw referencing the LED's was 8 cents. You would have to sell a lot more LED's to equate that level (of course the applications are more ubiquitous). In one of the references I posted, the DARPA white paper stated that about half (if I remember correctly) of the electricity in the US drives motors. High powered devices for motors that reduce losses could also be a substantial market. I think ample opportunities are present...Cree just has to execute properly and timely. Fatboy

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