SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Wolf speed
WOLF 17.04+2.3%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: locke_1 who wrote (1780)2/3/2000 10:57:00 PM
From: mtnlady  Read Replies (2) of 10714
 
Yep by definition we can't achieve true gorilla hood until the value chain(s) (multiple products quite likely) have formed around SiC. THIS IS THE IDEA THAT EXCITES ME MOST ABOUT CREE/SiC (!) and got me to invest earlier than normal. And that is this... the very high likelyhood of emergence of multiple tornados going off at the same time. WE ARE NOT TALKING ABOUT JUST ONE PRODUCT OR MARKET HERE(!) THE POSSIBILITIES ARE ONLY LIMITED BY CREATIVITY. And... to sweeten the deal even further... if SiC DOES gain widescale acceptance. CREE is, by default, the gorilla in each and every market that is created. UNLESS someone can a) find a better material b) find a cheaper way of making the stuff. That.. was a bet I was certainly willing to take.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News