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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: dwayanu who wrote (17775)	2/12/2000 7:18:00 AM
From: Robert Jacobs	Read Replies (2) of 54805

Cree, Sic and other applications: Neal Hunter ceo has stated that SiC is suitable for solid state memory but that the other applications such as LED, microwave trans, power conversion etc offer a much greater return at present. Cree has 525 emp with 125 in R/D...they are working on products years out...not a bad ratio considering they run at 25% NET margins! Hunter has stated that SiC has no compelling advantage over Si when it comes to "chips" as we know it eg processors etc. Fatboy is right about the enabling aspect of SiC...there are applications that SiC makes possible...such as a chip sensor right in the cylindar of an engine to read the temp, fuel mix etc for finer fuel management. Sic can conduct while glowing red hot..Si melts. They are back to working on such sensors for jet engines...a project that they thought years ago would be their first product before the LED market potential became apparant.

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