Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (14712)	1/9/2000 3:06:00 PM
From: unclewest	Read Replies (2) of 54805

I can't see how a product with this type of markup is going to take over the light bulb market that is already well underway. . The lifespan, high brightness, and reduced power consumption of SiC LEDs makes them quite suitable now. Presently these qualities make the LEDs particularly well-suited for battery operated devices and vehicle apps as well as any app where long-life bulbs are required. IMO, it just does not fit this board yet. I will respect your's and Frank's wishes in that regard. Since CREE is growing revenues 4x faster than QCOM did last year, I doubt it will take long to meet your requirements. LB, I am obviously excited about this company. I appreciate your entering the discussion...I am going to leave you with a thought that may cause you too reconsider brushing CREE aside even temporarily. In addition to all of the other things that CREE is involved in, I was just thinking that CREE may make more $ from cellphones than QCOM. Potentially 4-6 SiC LEDs per phone for all the phones not just CDMA phones, and SiC may be used in all the relay towers and base stations throughout the world. unclewest :o)

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