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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Guy Gordon who wrote (17591)2/9/2000 6:20:00 PM
From: mauser96  Read Replies (1) of 54805
 
Guy, I think the operative word here is "commercial". The problems with ZnSe in lasers (similar technology to LED) is discussed at
sciam.com
As far as I can tell the commercial blue LED market is dominated by GaN materials, whatever the substrate.
I've seen a more recent discussion but can't locate it now.
We probably should go to the Cree thread for this. I agree that there's minimal chance of LED or lasers making Cree a gorilla, but a King is possible. King is good <<gg>>
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