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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (17625)	2/10/2000 8:50:00 AM
From: Robert Jacobs	Read Replies (2) of 54805

Lucas and Mike: First Lucas: Thanks for pointing out that I had neglected adding SiC to my statement "There is no other company producing commercial grade LEDs...whould have been "There is no other company producing commercial grade SiC LEDs" As to Mikes question for Gorilla status: Q: Are there high switching costs? A: Yes...for SiC packagers when the limited manufacturing capability which will be eased in the next year or so. Since SiC leds are 1/2 the cost, 1/2 the size of sapphire and use a standard LED package, the industry will standardize and form a value chain around SiC in lieu of sapphire. At that point, Cree will be a gorilla in an earnings tornado. To dislodge the gorilla at that point will require either a new technology or another process that can make SiC wafers, epitaxil coatings and chips without violating Cree's IP. In my opinion, the game is over albeit a little earlier than we are accustomed. The other LED mfgrs that use sapphire for blue (not red...a commoidity) are chimps to become monkeys. Beware UTCI...a seductive trap. Will be ok until Cree's manufacturing can handle their customers...

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