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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: unclewest who wrote (14677)1/9/2000 12:54:00 PM
From: LindyBill  Read Replies (1) of 54805
 

"cree" is a small company that makes chips out of silicon carbide.

Mike, that is from the header of the thread. My very limited understanding of this company is that if refines the SCi before
making a chip out of it, while Intel gets the material already refined. The big deal is that they know how to refine the material
better than anyone else. Once the material is refined,others could imbed it. (I think). UncleWest will correct me, I am sure, for any errors above.

description of CREE fits QCOM like a glove, a year ago.

UncleWest, a year ago, Q was a 10 Billion dollar company, not a 2 Billion Dollar one like CREE is now. And yes, size does
make a difference! A year ago competitors could manufacture CDMA systems, and patent lawsuits were going on. CREE seems to have no one in a position to challenge them yet, but they are still small fry by our terms. They need a 500% increase in market size to get to where Qualcomm was a year ago.

I don't have a handle on the potential market size for CREE, but I am guessing that it will be nowhere near as big as Q's I am not impressed by patents issued on processing a raw material like SCi when no one is after their market yet. Qualcomm's patents and products are infinitely more complicated than CREE's.
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