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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (17449)	2/8/2000 1:46:00 PM
From: mtnlady	Read Replies (3) of 54805

UF I have been searching everywhere and cannot find what CREE's current market share in the blue and green LED market is right now. Do you know? The closest mention to it that I can find is this tidbit picked up from another post... "Although Cree first introduced a blue LED product in 1989, I believe that Cree has only in the last couple years turned into a serious production company with the introduction of the conductive buffer layer LED. In this time Cree has come to provide more Nitride based Blue, and Green LED'S to the world market than any other company according to Strategies Unlimited. If this trend continues, it won't be a surprise when Cree comes to dominate the world's Blue, Green Nitride based LED market." Market share, and market share growth in the nitride blue/green LED markets I think will give us a good indication of market acceptance of CREE/SiC. Also of note would be Nitride versus other forms of blue/green LED's.

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