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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: FLSTF97 who wrote (17715)2/11/2000 9:15:00 AM
From: Mike Buckley  Read Replies (1) of 54805
 
CREE: Discontinuous or Not?

Fatboy,

I know so little about this stuff that my attempt to disagree with you wouldn't pass the laugh test. You have my permission in advance to go into belly-laugh mode when you see that I wonder if you might be wrong about something. :)

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.

I don't know how familiar you are with Qualcomm's similar situation, but I'd like to use Q and CDMA as an analogy to get a clearer understanding. When you mention that most of the processes stem from known techniques, I think of Qualcomm's processes which stem from CDMA, a non-proprietary technology upon which Qualcomm has built some discontinuous innovations. Just as you feel that CREE's understanding of the underlying fundamentals put them years ahead of the competition, that appears also to be case for Qualcomm whose engineers understand how to tweak CDMA in ways that make their products work when the competition hasn't been able to do that. Understanding those comparisons, could you revisit the issue about CREE's innovations being discontinuous or not discontinuous?

--Mike Buckley

P. S. You also have my permission to stop laughing now. :)
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