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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (17526)	2/9/2000 2:39:00 AM
From: FLSTF97	Read Replies (3) of 54805

CREE Basic Questions Mike, I'll offer my take on your questions. 1) CREE's most important proprietary architecture is the technology that provides the ability to grow SiC in mass quantities in high quality. Right? Uh...sort of. This is the foundation at the moment that allows them to build the devices from which they generate most of their revenue and the fastest growing portion of their revenue. This part of their technology only gets them into a vertical market as a supplier of raw material. The architecture that I perceive as being more critical is what I'll call the vertical architecture (not to be confused with market.) By this I mean the methods and the juxtaposition of the layers that comprise a device made from SiC. 2 Which layer It is the semiconductor layer, one up from electricity. The best way to compare CREE would be to substitute it for Intel in the Second paragraph on pg 70 TFM. In this sense they say that the commoditized hardware layer is dependent on the OS and semiconductor supplier thereby giving semiconductors a strong seat at the table. The references to semiconductor importance in the other layers also applies here to CREE (assuming it becomes the de facto standard). One caveat here is that the authors tend to be semiconductor adverse and S/w centric. Sometimes it is hard to accurately place semiconductors within the context of the manual. 3) Does CREE have a second proprietary architecture that allows them to make LED chips, or is that aspect of their business a non-proprietary architecture participating in a royalty game? Again the answer is: sort of. Their proprietary architecture does not preclude others from building the blue LEDS, but it does appear to preclude them from building Blue LEDS in the most cost effective manner. 4) Regarding #3, I assume I'm right when I believe that the layer of technology is the semiconductor layer. Right? Right. FATBOY

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