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Technology Stocks : Wolf speed

WOLF 17.11

-1.2%

Dec 30 3:59 PM EST

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To: Jim Oravetz who wrote (2399)	3/12/2000 7:05:00 PM
From: Jim Oravetz	Read Replies (1) of 10714

Cree Research CRF-20010 SiC RFA Cree Research, Inc. Announces First SiC Microwave Power Product Cree Introduces 2 GHz MESFET Device Chipcenter's Paul McGoldrick says: www.chipcenter.com Well it's about time! I have been waiting for this announcement for nearly three years. I have been telling nay-sayers for that period of time that SiC is the way power amplifiers are going to be built in the future. The process technology is capable of efficiently producing extremely large amounts of power across the HF, VHF, and UHF bands and Cree has been the leader in cleaning up the problems in developing usable wafers of the SiC material. This is the first of many such products of increasingly higher and higher power that will be announced. While the company has obviously decided that the cellular base station market is where the volume is I hope it also realizes that the broadcast market is where the real profits can be made. This particular product has good efficiency, more than enough gain and extremely good linearity -- the latter being the most important specification for the base station as we get closer to the wideband channel capabilities following a single digital-to-analog conversion. The greatest challenge for Cree now will be in developing a market it has no experience in, developing belief in a community that fawns on reliability, and finding enough RF talent to proceed further. If it can do these things the company is sitting on liquid gold. This process doesn't kill GaAs overnight, but it will remove from consideration in the future a large segment of the market. The only technology that I think stands a chance of keeping close is LDMOS and there more devices will be needed to produce the same power levels. Jim

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