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Technology Stocks : Wolf speed

WOLF 20.28

-1.1%

Nov 28 9:30 AM EST

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To: unclewest who wrote (1968)	2/10/2000 5:14:00 PM
From: John Walliker	Read Replies (2) of 10713

Mike, 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.... Switching costs for blue LEDs and lasers may not be huge. However, when SiC is designed into high voltage switchgear and high-power microwave transistors it will be possible to dispense with expensive cooling systems. Any return to conventional technology would then require a total re-engineering of such systems, greatly increasing their size back to current dimensions (space which will by then have been used for other things) and hence giving rise to substantial switching costs. John

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