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Technology Stocks : Wolf speed
WOLF 20.92-1.6%10:14 AM EST
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To: unclewest who wrote (2120)2/17/2000 2:05:00 AM
From: FLSTF97  Read Replies (1) of 10713
 
Interesting numbers from the Pru Report Unclewest

current cree design wins in production include panasonic and nokia handstes (16 white LEDs).

Let's see thats 16 times a potential 600 million handsets times say $0.25 per LED. That gives a handset TAM market for backlighting of $2.4 billion. That's starting to make this single app look like Qcom.

currently there are 200-300 LEDs per car. cars are expected to have around 800 LEDs.

There are in the 10's of millions of passenger cars built each year. So at 15 million times 800 times $0.25 that's another $3 billion market segment.

Not even mentioning the flashlight opportunities...CREE's future is really bright (all puns intended)

FATBOY
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