Re: Cree
FATBOY,
I guess I'm not as sharp as carpetologists, cause I'm having a hard time understanding some of this Cree stuff. I've visited their website, read their 10K, the Stephens research reports, and thru numerous posts, and still don't quite understand two things.
1. First, I understand they have a proprietary technology to grow SiC. I don't understand to what extent, as you and Mike said, that this proprietary technology "allows them to use the raw SiC materials to make specific devices."
2. I understand they, along with others, make blue LEDs. I don't understand the proprietary nature of this market or how, as you said, Cree's IPR in this area forces other manufacturers' blue LEDs to be "mostly made in cost disadvantaged material/ process."
I would be most appreciative if you could explain this a little more. Also, a hyperlink reference to another source, like to a section of the 10K or the company's website, might help it sink in a little bit.
Thank you,
Eric |
