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Pastimes : G&K Investing for Curmudgeons
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To: DownSouth who wrote (748)2/6/2000 10:18:00 AM
From: unclewest  Read Replies (2) of 22706
 
let me read you two consecutive sentences from the B of A report...i'd fax it to ya..but my copy is terrible. call me if ya want and i'll read it to ya.

1.) Cree technology addresses a market opportunity we measure in excess of $10 Billion.
2.) White light conversion blue LEDs, red/blue/green LED pixel clusters, RF products, emerging power products, and laser diodes create a massive electronic and opto-electronic market opportunity.

imo if you drop laser diodes from the second sentence. the first sentence remains fully valid.

edit....cree's current sales are < $100 million per year.
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