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Technology Stocks : Wolf speed

WOLF 18.62

-7.9%

Nov 6 3:59 PM EST

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To: Eric Jacobson who wrote (2275)	2/24/2000 1:13:00 PM
From: briank	Read Replies (3) of 10712

the bowling alley does not involve knocking down different market niches using different products. It involves knocking down multiple market niches with a single whole product, or a single whole product that is gradually modified and perfected as you move from niche to niche in search of the mass market. Eric, the way I see it, Cree's product is primarily SiC not Blue LEDs. The LED is just one application for SiC (one bowling pin) as is RF and Power Management ICs. In the future Cree will both supply and attempt to meet the demand for SiC as well as post process SiC wafers into application specific products. Your thoughts?

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