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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: FLSTF97 who wrote (17545)2/9/2000 4:39:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Fatboy,

Thanks for the quick response. Being a carpetologist, I'm still a little confused. More questions and comments for the sake of clarity:

1) I gather from your post that there are two critical propreitary architectures -- the technology that allows CREE to grow SiC and another technology that allows them to use the raw SiC materials to make specific devices. Did I word that reasonably accurately?

2) 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.

Whew! I thought it was just me thinking that!

3A) The proprietary architecture used to make SiC-based LEDs will be competing with other proprietary architectures used to do the same. Right?

3B)Most if not all of the SiC will be grown by CREE and sold (eventually if not presently) to some of their competitors in a spirit of co-opetition. Right?

3C) There will be SiC grown by others but a lot if not most of it will grown by those who have licensed CREE's proprietary technology to do so. Right?

Thanks for holding my hand. I've gotta get this stuff straight in gorilla-gaming context. This is beginning to help me and, I'm sure, others too.

--Mike Buckley
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