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Technology Stocks : Wolf speed

WOLF 20.28

-1.1%

Nov 28 9:30 AM EST

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To: wildhart who wrote (1966)	2/10/2000 4:38:00 AM
From: unclewest	Read Replies (4) of 10713

At this point I do not see Cree as a Gorilla. It seems to lack the proprietary technology with high switching costs. i have a different view.... i believe if you add up all of the $$$ spent by GE, westinghouse, nichia, siemens and everyone else who have "failed" to develop/produce a high quality SiC crystal, you will find that so far the switching costs for them have been impossibly high. i realize that should someone develop a better and cheaper tech cree's customer switching costs may be low. here one must take a leap of faith. it requires a belief that due to the above (first paragraph) the proprietary technology is secure and superior. you can make LEDs from material other than SiC, but only at much higher cost. as long as this pricing disparity exists and the LED market grows, cree's screaming success is assured imo.

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