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Pardon me for jumping in, but we've been discussing this issue most of the day on the Yahoo thread. Looking hard at Gemfire's website, it seems fairly clear that their business is in making arrays of lasers to achieve image projection--using third party vendors' red, blue, and green lasers. They don't brag of competencies (GaN epitaxy, etc.) you'd expect for a company that's actually making the laser itself. The big question is whose blue laser are they using? Their other core competency is being the "world source" of lithium niobate (PPLN), which has the property of being able to double light wavelength. It can turn a red laser into a blue laser. SDLI, for one, has a recent patent describing how to turn a red laser into a blue laser using a custom-made lithium niobate waveguide. So doubt exists as to who is the blue laser vendor. If Cree's is better and cheaper, then maybe. Harvest34, the guru of the yahoo website, said today that "CREE, MVIS, and Gemfire are complimentary"--hope he's right. Cree's silence during this disproportionate, counter-market drop--timed perfectly after the Key Conference this past Tuesday, and about which Cree also remains silent, is gnawing...maybe it's all paranoia... |
