SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: unclewest who wrote (13986)1/3/2000 4:54:00 PM
From: 100cfm  Read Replies (2) of 54805
 
Unclewest, thanks for the great presentation on cree, lots of reading material and very interesting. Would like your feelings on the following concerns that i have.(numbers in the following are aprox., as i said it was alot of material)

1. 10% of revenue in 99 was from research grants. Do you see that continuing?

2. 20% of revenue was from C3. C3's purchase obligation expires in june. This is particularly disconcerting because C3's product is not faring well in the market place. Do you see Cree picking up the slack elsewhere?(ie:with increased LED demand).

3. Since Sic is so difficult to produce(which is why cree is
so interesting) what is Sic's scalability, do you see the yields increasing to the point that it can be produced in mass Quantities to meet a mass market adoption. I realise that more growers producing bigger wafers increase quantities but if the market were to utilize Sic's full potential the demand could be incredilbe to the point that i wonder if the number of growers needed would be ridiculous.

4. The three Sic growers that Cree is presently using are owned by C3. Will Cree be able to purchase or lease them if C3 does not extend the purchase agreement. I ask this in case there is a gap between the time their new plants are online and the end of the C3 agreement. Revenues could take a temporary hit(which could be a great buying opp.)

Thanks
100
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News