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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: voop who wrote (17706)2/11/2000 4:04:00 AM
From: FLSTF97  Read Replies (3) of 54805
 
CREE Discontinuous Innovation

I think the sense of Mike's reply is good (especially having read so little about CREE!), but there are some areas that deserve further explanation.

First I think the methods to grow the commercial quality/ quantity SiC wafers are very discontinuous.

Most of the methods to process the wafers into devices stem from known techniques but relate to how one successfully applies those techniques.I would not consider these discontinuous per se, but never the less important in that the competition is currently lagging in finding other methods or indeed those who have licensed the technology seem to be unable to make it work commercially.

The device patents are discontinuous since they are based in SiC. For certain applications this promises far greater performance. It also enables new applications that were currently not fulfilled with semiconductor devices.

As to for whom it is discontinuous I'll ignore lighting applications since that has been well discussed. Chips being made of SiC are discontinuous for high power applications, high frequency applications,and high temperature applications and especially for any application which combines any of the forgoing.

I will be interested in your Kopin report as they are likely to be either a part of CREE's value chain or a competitor.

FATBOY
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