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Technology Stocks : Wolf speed
WOLF 18.62-7.9%Nov 6 3:59 PM EST
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To: briank who wrote (2277)2/24/2000 3:18:00 PM
From: Eric Jacobson  Read Replies (1) of 10712
 
briank, just when I think I have it straight in my head, someone throws a twist into the works that makes me reconsider what I've been thinking.

OK, so if I have it right, what you, mtnlady, and Sunny are suggesting is that CREE's ability to manufacture SiC wafers is THE core discontinuous innovation that needs to be considered first and foremost. Secondarily, once these wafers are produced, CREE also has IPR necessary to convert the blank SiC wafers into all sorts of semiconductors (LEDs being just one - and perhaps the tip of the iceberg). Each of these products has the potential to be a discontinuous innovation in and of itself and may enter a bowling alley and spawn a tornado.

Have I got it right? If so, I'll need to think about it a little and see if it changes my view of things.

Anybody else can jump in if it will clarify things for me.
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