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Technology Stocks : Wolf speed
WOLF 22.87+3.5%3:59 PM EST
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To: John Walliker who wrote (1992)2/10/2000 10:57:00 PM
From: Gus   of 10714
 
Great post. This is a must read post to understand the powerful leverage in the Cree business model where every step-up improvement in operational efficiency adds to a primary source of supply that, depending on the free market value of scarcity and/or the target market's multiple sourcing requirements, gives Cree's well-regarded management the luxury of a choice of markets to address: low volume/high margin or high volume/low margin or a strategic blend of both.

The real kicker is that Cree, which is moving from 3" to 4" wafers over a 12-18 month period, is following the rigorous cost discipline of mainstream silicon which is moving to 12" wafers. Cree's guidance for 2000 is for a chip cost reduction of 50%. By way of comparison, Intel's guidance for 2000 is for 20% Celeron and 50% Pentium III chip cost reduction by year end. Note the way is Intel is starting to demand faster time-to-market from the equipment makers to better understand the cost discipline at work here.

Thanks again, John. Can you go from this basic description of the way a laser works to the way a tunable laser works? Are you one of those optoelectricians who are fond of saying that a semiconductor laser can always be made smaller than a grain of salt. <g>

.....In a laser there is stimulated emission of radiation. The light intensity, initially from LED action, builds up between a pair of parallel mirrors (made from the cleaved or etched sides of the die). As photons pass atoms (or molecules) which have been given a higher energy level by the electric field in the laser diode they stimulate the coherent emission of additional photons.

Coherent emission means that the wavelength, direction and phase (relative position of peaks and troughs in the electric and magnetic fields of the light) are the same for the stimulating and stimulated photons.....
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