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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (16942)2/1/2000 11:08:00 PM
From: 100cfm  Read Replies (2) of 54805
 
What you are saying is that capacity creates the demand.
I tend to think it's the other way around.
I understand your point but I would have to think a company would not buy another companies product ever if they didn't think the scalability of that product wasn't such that it couldn't keep pace with demand.
In other words, purchasers of Cree's leds would not be buying them if they didn't think that enough of them could be produced to meet their needs and that of the rest of the market. They would simply not buy at all. Therefore I don't think anybody is holding back orders from cree.

Also if there was that much latent demand for crees product,
other companies would be rushing in to fill the void on their own and barring that ability they would be filling the void as licensee's of cree.
In sum cree's product is in the early stages of it's adoption cycle and the tornado will form based on the true merits of the product and cree is ramping up capacity in anticipation of that.

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