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Technology Stocks : Wolf speed

WOLF 17.20

+0.5%

9:44 AM EST

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To: Matrix_Man who wrote (2319)	3/3/2000 7:04:00 PM
From: slacker711	Read Replies (2) of 10714

Only caveat is that Cree's LEDs are not in every cell phone - OTOH not every cell phone is CDMA either. We need market penetration numbers and forecasts. If Cree can just start to take the high-end phones it will involve a huge market....probably in the order of 10's of millions of phones. Right now the only cell-phones that I have seen that have them are the 8800 series by Nokia....unfortunately the new designs released by Nokia (the 6210 and 6250) dont seem to incorporate blue-backlighting. However that would change if status-conscious consumers began to associate blue with a certain image or quality. I'm not sure how easy it will be to able to get into the mass-market devices since they are so price sensitive. What is the cost difference between a blue LED and a green LED? I assume it is pretty significant Slacker

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