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Technology Stocks : Wolf speed
WOLF 15.66-9.6%Jan 30 9:30 AM EST
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To: unclewest who wrote (1830)2/4/2000 4:42:00 PM
From: Guy Gordon  Read Replies (2) of 10714
 
True. Cree has patented a method for growing SiC. Anyone who wants to compete with them would have to use another method.

But, of course, you don't need SiC to make anything that Cree makes at present.

My point is simply that if SiC gives Cree an advantage in making certain devices, then management has to exploit that advantage. So far, Cree's SiC based Blue LED's are no better nor cheaper than the competition's. I believe SiC is a superior material to build blue LED's on, but Cree must provide it in larger than 2 or 3 inch boules to be price competitive. Otherwise sapphire substrates will win out.

Cree LED's are at current competitive, not better. RF and microwave devices may be a great area of growth for Cree, but they don't exist yet. Same for blue lasers. (Talking about commercial devices here.)

SiC is not some magical material that in itself guarantees Cree success. One need only look at the history of GaAs chip makers for hard lessons.
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