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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: FLSTF97 who wrote (13606)	1/15/2000 9:55:00 AM
From: Robert Jacobs	Read Replies (1) of 54805

FLSTF97: I just reread your post #13607 on Cree. I agree with everything you said except your comments on LED's. It is your right to "not be excited much" about them, but let me try to bring you back to an excited state. The market is now huge. SU estimates there will be approx 1b cell phones produced each year and growing. Cree's SiC LED's could capture a large portion of this. The value proposition is different: Phosphate coated SiC LED chips produces a white light...more attractive than green...the chips are smaller...read more to a screen and therefore a brighter display of the same size. Cell phones displays are just one link in the LED value chain. Then go to hi-brite outdoor displays eg World Theater type applications...then industrial applications such as auto/aircraft lighting...and then go to consumer electronics. The LED biz could be a 1b market in 3-4 years. But the real excitement about cree's LED biz is the potential for their LED technology to replace the incandescent light bulb. LED's are cool, require less power, less package size and have a longer life. That, along with the other power saving devices in development, is what is behind the CEO's view that SiC devices could reduce USA/world energy consumption by 5%. Less energy to light...less energy to cool! That scenario of cree's enabling technology could indeed create a value chain of monumental proportions... this is not tomorrow but for a company growing and solving problems at warp speed, it could be sooner than we think.. excited yet?

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