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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (17074)2/3/2000 1:35:00 PM
From: mauser96  Read Replies (1) of 54805
 
Stan, my reasons for investing in CREE include all the ones you mention (except perhaps market cap). The key reason is that I believe SIC offers some physical properties that can't be achieved with other materials no matter how clever the engineering. For instance, nothing anybody can do to plain doped silicon will allow it to withstand the temperature range of SIC. I'm still trying to comprehend the full implications of this, and find that to do so I'm going to have to understand the underlying physics better. To this end I've found a great book "the Quantum Dot" by Richard Turton - quantum mechanics sans math. At my present dunderhead rate of progress it may take quite a while for all this to sink in <gg>>.Also there are a lot of references in the CREE thread.
When looking through a tools catalog I found another use for SiC . An ad for a 4 hp semi trash pump says "SiC mechanical seal lasts many times longer than ceramic seals because it's far more resistant to corrosion, wear and heat" These are physical properties inherent in the material, and CREE controls the material.
Another thing that attracts me to CREE is that a big company like GE thought enough about the potential to invest a lot in R&D, fail,and then invest pension money in CREE. It's very early in the CREE story, and still risky at this point.
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