EricksList: Q1, 2000<br><br>
Note, the next list will start over with April since these are getting huge.
EricksList, a list of posts I found interesting.
These posts can be found on <A href="http://www.siliconinvestor.com/subject.aspx?subjectid=25851">Gorilla and King Portfolio Candidates</A> thread<br><br>
Please help me out. Posts that begin with a concise summary (one sentence)
and that contain the stock symbol will receive
special attention from your humble editor <VBG>.<br>
<br>Please PM me with suggestions, important posts you think I left out, etc.
<br><br>NOTE: This is a very large post. It may take quite a while to display,
depending on both your modem speed and computer speed. Please be patient<br><br>
Clicking on any of the links should open up a new window and display the relevant post
<br><br>
<br><table>
<caption>EricksList ordering: Company sub message#
<br>****************************************************************</caption>
<col width="10%">
<col width="20%">
<col width="10%">
<col width="*">
<th align=left>Msg #</th>
<th align=left>Author</th>
<th align=left>Symbol</th>
<th align=left>Note</th>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13319159"TARGET=EricksList>21826</a></td>
<td>tinkershaw</td>
<td>ABGX</td>
<td>Biotech GG?</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12926330"TARGET=EricksList>18295</a></td>
<td>buck</td>
<td>AKAM</td>
<td>Of the bunch,I believe that Akamai has the best chance for gorilla-hood in the future. The reasons I believe that are answered in the Big Six Questions for AKAM</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12935343"TARGET=EricksList>18374</a></td>
<td>Dinesh</td>
<td>AKAM</td>
<td>Questions about report</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12935919"TARGET=EricksList>18376</a></td>
<td>buck</td>
<td>AKAM</td>
<td>Reply to Dinesh's questions</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12958911"TARGET=EricksList>18590</a></td>
<td>nick chacos</td>
<td>ANCR</td>
<td>Ancor history:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13320277"TARGET=EricksList>21849</a></td>
<td>Bruce Brown</td>
<td>ANCR</td>
<td>RE: Ancor <-----> Brocade</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12727827"TARGET=EricksList>16826</a></td>
<td>StockHawk</td>
<td>ARTT</td>
<td>Aug. 24, 1999--Advanced Radio Telecom Corp. today announced that it will introduce 100Mbps Internet access service to businesses in the San Jose area beginning Sept. 8, 1999</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12908838"TARGET=EricksList>18213</a></td>
<td>Smacs</td>
<td>ATYT</td>
<td>PROJECT HUNT, ATI Technologies (NASDAQ:ATYT & TSE:ATY)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12918624"TARGET=EricksList>18251</a></td>
<td>chaz</td>
<td>ATYT</td>
<td>Questions about Smacs report</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12918759"TARGET=EricksList>18256</a></td>
<td>Smacs</td>
<td>ATYT</td>
<td>RE: ATYT/ATY Financials and More... Reply to Chaz's questions</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12918786"TARGET=EricksList>18258</a></td>
<td>Smacs</td>
<td>ATYT</td>
<td>RE: ATY/ATYT E-Appliances: Elaboration...</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12923158"TARGET=EricksList>18279</a></td>
<td>mariner</td>
<td>ATYT</td>
<td>The reported years are simply labelled backwards</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12950285"TARGET=EricksList>18501</a></td>
<td>DownSouth</td>
<td>ATYT</td>
<td>RE: ATYT/ATY Set-top deal with Vestel... Link to announcement</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12950553"TARGET=EricksList>18505</a></td>
<td>Smacs</td>
<td>ATYT</td>
<td>RE: ATYT/ATY Set-top deal with Vestel... link to announcement</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12916643"TARGET=EricksList>18237</a></td>
<td>stockman_scott</td>
<td>AWRE</td>
<td>IMO, Aware may be an emerging Gorilla in the DSL space</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12638421"TARGET=EricksList>15840</a></td>
<td>Triffin</td>
<td>BLDP</td>
<td>Fuel cell builders/suppliers. Tornado 2+ years away.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12651139"TARGET=EricksList>16044</a></td>
<td>FLSTF97</td>
<td>BLDP</td>
<td>Fuel cells an immature industry, Tornado 10 years off.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13260557"TARGET=EricksList>21036</a></td>
<td>tayspop729</td>
<td>BLDP</td>
<td>After further reflection though, I have some reservations about the fuel cell industry being able to reach a full-blown tornado as I don't feel it will get out of the bowling alley</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13271060"TARGET=EricksList>21196</a></td>
<td>John Stichnoth</td>
<td>BLDP</td>
<td>thread--How fuel cells fit with GG'ing</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12791725"TARGET=EricksList>17342</a></td>
<td>buck</td>
<td>BRCD</td>
<td>I believe Brocade has the best chance to be a gorilla in this space, simply because they have an announced and demonstrated commitment to software as a value-added function to their switches</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12794527"TARGET=EricksList>17395</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>Moving on to issues outside of Mark's chart, but part of next generation networks, I just wanted to point out a strategic relationship between Brocade and Optical Networks:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12918592"TARGET=EricksList>18249</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>RE: Brocade & the Fiber Channel Game</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12945807"TARGET=EricksList>18433</a></td>
<td>Greg Hull</td>
<td>BRCD</td>
<td>BRCD/ANCR information</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12947516"TARGET=EricksList>18473</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>RE: Fiber Channel Switching Space</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12957788"TARGET=EricksList>18572</a></td>
<td>nick chacos</td>
<td>BRCD</td>
<td>there are several points I'd like to make which might help make clearer the relationship between Ancor and Brocade</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12957916"TARGET=EricksList>18576</a></td>
<td>Greg Hull</td>
<td>BRCD</td>
<td>RE: Fibre Channel Switch Companies</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12958661"TARGET=EricksList>18589</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>Here's Brocade's customer and partnership list:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12967682"TARGET=EricksList>18678</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>I probably posted this before, but I was digging through my files and came upon this and thought since fiber channel switching was being recently discussed, it would be worth a view once again.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12970766"TARGET=EricksList>18701</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>RE: fiber channel switch tornado...</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13129246"TARGET=EricksList>19559</a></td>
<td>Greg Hull</td>
<td>BRCD</td>
<td>Speaking of Brocade, I think they may have disclosed today how they intend to make a Gorilla Game out of what appeared to me to be a Royalty Game. They announced this morning plans to have their routing protocol blessed by ANSI.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13130522"TARGET=EricksList>19566</a></td>
<td>Douglas Nordgren</td>
<td>BRCD</td>
<td>RE: Brocade FSPF routing protocol</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13293871"TARGET=EricksList>21564</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>Rule Breaker QA</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=13320277"TARGET=EricksList>21849</a></td>
<td>Bruce Brown</td>
<td>BRCD</td>
<td>RE: Ancor <-----> Brocade</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12957308"TARGET=EricksList>18564</a></td>
<td>Fred Manzo</td>
<td>CDTS</td>
<td>Headline: Conductus ClearSite(R) System Dramatically Improves Performance in CDMA Field Trial</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12945269"TARGET=EricksList>18429</a></td>
<td>Dinesh</td>
<td>CFLO</td>
<td>There are further reasons to be skeptical of the huge latency calculated in the CacheFlow white paper:</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12856663"TARGET=EricksList>17821</a></td>
<td>FLSTF97</td>
<td>CFMD</td>
<td>First and foremost, I want to say that this company hasn't even begun to cross the chasm. I never the less encourage folks here to review the links</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12856684"TARGET=EricksList>17822</a></td>
<td>albertmassachi</td>
<td>CFMD</td>
<td>I'm not sure that my last post conveyed the level of risk in this company. Before even thinking about a "starter kit", read the SEC docs. If that doesn't make you think twice about putting $1 in this stock, then read it again</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12856705"TARGET=EricksList>17824</a></td>
<td>FLSTF97</td>
<td>CFMD</td>
<td>I'm not sure that my last post conveyed the level of risk in this company. Before even thinking about a "starter kit", read the SEC docs. If that doesn't make you think twice about putting $1 in this stock, then read it again</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12526750"TARGET=EricksList>14856</a></td>
<td>Chilly Willy</td>
<td>CIC.TO</td>
<td>link to article throwing "standard" around for Certicoms encryption technology.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12556872"TARGET=EricksList>15028</a></td>
<td>Martin Rasch</td>
<td>CMGI</td>
<td>Claims it's an classic gorilla</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12556902"TARGET=EricksList>15039</a></td>
<td>Malcom Bersohn</td>
<td>CMGI</td>
<td>Claims not fit for GG board</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12795103"TARGET=EricksList>17404</a></td>
<td>stockman_scott</td>
<td>CMGI</td>
<td>IMO, David Weatheral and his team have turned CMGI into the clear leader in the internet investing and incubation arena</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12792667"TARGET=EricksList>17350</a></td>
<td>buck</td>
<td>CRDS</td>
<td>Will they (native fiber-channel devices) obviate the need for CRDS products? I don't believe they'll obviate the need for their FC<>ATM, and their IB<>whatever products</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12506019"TARGET=EricksList>14506</a></td>
<td>myz</td>
<td>CREE</td>
<td>Report on why this is great.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12508252"TARGET=EricksList>14545</a></td>
<td>jill</td>
<td>CREE</td>
<td>link to stephens report</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12509123"TARGET=EricksList>14584</a></td>
<td>Malcom Bersohn</td>
<td>CREE</td>
<td>tech may not stay with inventing company.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12509905"TARGET=EricksList>14597</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Growth stats.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12511245"TARGET=EricksList>14624</a></td>
<td>JRH</td>
<td>CREE</td>
<td>HP possible competitor? and link.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12511793"TARGET=EricksList>14635</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Reply about HP SiC LEDs</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12512185"TARGET=EricksList>14642</a></td>
<td>RocketMan</td>
<td>CREE</td>
<td>Questions about colors.</td>
</tr>
</table><br>
<br><table>
<col width="10%">
<col width="20%">
<col width="10%">
<col width="*">
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12512891"TARGET=EricksList>14673</a></td>
<td>LindyBill</td>
<td>CREE</td>
<td>Too young to be considered.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12512986"TARGET=EricksList>14675</a></td>
<td>GaryX</td>
<td>CREE</td>
<td>Is not too young to consider.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513000"TARGET=EricksList>14676</a></td>
<td>LindyBill</td>
<td>CREE</td>
<td>Is too too young.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513026"TARGET=EricksList>14677</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Info on revenue % and colors.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513054"TARGET=EricksList>14678</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Comparing to QCOM a year ago.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513101"TARGET=EricksList>14680</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Other SiC researcher no longer employed by Nicha</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513209"TARGET=EricksList>14681</a></td>
<td>RocketMan</td>
<td>CREE</td>
<td>How they get other colors.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12513940"TARGET=EricksList>14692</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>How ScI can emit other colors.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514037"TARGET=EricksList>14697</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Doesn't make red LEDs.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514195"TARGET=EricksList>14698</a></td>
<td>LindyBill</td>
<td>CREE</td>
<td>too small and no lock on technology (patents don't count), market smaller ?</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514326"TARGET=EricksList>14700</a></td>
<td>RocketMan</td>
<td>CREE</td>
<td>Is there enough of a market for a Gorilla?</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514334"TARGET=EricksList>14701</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Breakdown of business into 3 categories with analogies.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514449"TARGET=EricksList>14704</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Possible road map going forward</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514700"TARGET=EricksList>14712</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>link to specs for SiC.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12514884"TARGET=EricksList>14714</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>comparing to INTC,</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12515553"TARGET=EricksList>14736</a></td>
<td>John Walliker</td>
<td>CREE</td>
<td>Getting red from SiC</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12516897"TARGET=EricksList>14758</a></td>
<td>rel4490</td>
<td>CREE</td>
<td>patent infringement law and how it plays. Intellectual Property <-> Gorillaness</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12518538"TARGET=EricksList>14787</a></td>
<td>JRH</td>
<td>CREE</td>
<td>Aligent/HP competitor doesn't buy from CREE, link provided.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12518578"TARGET=EricksList>14789</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Aligent/HP is SiC, buys raw material from CREE (?)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12518991"TARGET=EricksList>14793</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Argues for potential in CREE to become a gorilla.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12519072"TARGET=EricksList>14795</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Switching away from SiC will have significant switching costs (after adoption). Other substitutes inferior anyway.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12519459"TARGET=EricksList>14799</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Why sapphire is inverior and more expensive than SiC and won't threaten CREE.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12538596"TARGET=EricksList>14867</a></td>
<td>Uncle Frank</td>
<td>CREE</td>
<td>quote manual why not a G yet.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12580229"TARGET=EricksList>15199</a></td>
<td>StockHawk</td>
<td>CREE</td>
<td>Various snippets on CREE and its market position.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12580899"TARGET=EricksList>15218</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Reasons to be excited</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12587230"TARGET=EricksList>15299</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>agilent gets their SiC from HP which gets it from CREE</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12587387"TARGET=EricksList>15302</a></td>
<td>StockHawk</td>
<td>CREE</td>
<td>says that SEC filings indicate that LEDs dimmer than LumiLeds lighting</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12587435"TARGET=EricksList>15305</a></td>
<td>JRH</td>
<td>CREE</td>
<td>HP does not use CREE products</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12587495"TARGET=EricksList>15308</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>links to HP using SiC, assuming from CREE.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12591068"TARGET=EricksList>15376</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>text of partnership arrangement with MVIS for Virtual Retinal Display developement</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12592281"TARGET=EricksList>15393</a></td>
<td>Dale Russell</td>
<td>CREE</td>
<td>blue/green lasers to market in 2001</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12593843"TARGET=EricksList>15409</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>Brightness rundown from a call to IR. Sapphire brighter than SiC</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12613835"TARGET=EricksList>15655</a></td>
<td>StockHawk</td>
<td>CREE</td>
<td>list of underwriters, with snide comments <G> on the relationship between underwriters and "buy" recommendations.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12618437"TARGET=EricksList>15707</a></td>
<td>John Stichnoth</td>
<td>CREE</td>
<td>still too tiny to be considered a gorilla. Compared with sales and market caps of *real* gorillas</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12621256"TARGET=EricksList>15740</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>projections of blue LED market (references expensive report). Arguably not yet across the chasm. Watch competitors of this company at this stage.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12749915"TARGET=EricksList>16964</a></td>
<td>100cfm</td>
<td>CREE</td>
<td>In sum cree's product is in the early stages of it's adoption cycle and the tornado will form based on the true merits of the product and cree is ramping up capacity in anticipation of that</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12751200"TARGET=EricksList>16974</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>since cree ceo has confirmed that current customers are on allocation.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12751247"TARGET=EricksList>16976</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>cree ceo and chief tech officer have said repeatedly that the competition is 6 years behind in crystal growth and purity. they see no viable competition and do not believe a high quality SiC crystal can be grown without violating cree's IP, which they have vowed to defend</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12759396"TARGET=EricksList>17038</a></td>
<td>mtnlady</td>
<td>CREE</td>
<td>"cree will bring in a major partner or licensee which in my mind will signal the start of the tornado and alleviate the capacity issue at the same time."</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12760073"TARGET=EricksList>17046</a></td>
<td>mtnlady</td>
<td>CREE</td>
<td>Hal I believe KK's presentation here may go into some discussion of patents/barriers to entry. It's been awhile sense I last listened to it but it's informative non the less (a link is here)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12763206"TARGET=EricksList>17059</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Competitive position and Tornado Warning long post on CREE: part 1 of 2</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12773788"TARGET=EricksList>17137</a></td>
<td>stockman_scott</td>
<td>CREE</td>
<td>I think CREE is already starting to cross the chasm...we'll soon see if I'm right. Yet, I did not label it a Gorilla</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12774575"TARGET=EricksList>17153</a></td>
<td>unclewest</td>
<td>CREE</td>
<td>B of A report details... highlights and paraphrased.</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12785409"TARGET=EricksList>17241</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Competitors and Value Chain, Part 2</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12786037"TARGET=EricksList>17253</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>FLSTF97 re Cree has provided some very valuable info and links. There is however an understandable error in the deductive conclusion obtained from the info as expressed by his statement "The situation is indeed confusing since CREE often competes with with some of it's customers"</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12786677"TARGET=EricksList>17265</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>RE: Cree Competing with its customers</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12793229"TARGET=EricksList>17360</a></td>
<td>slacker711</td>
<td>CREE</td>
<td>I found this interesting....a slightly less technical description of the uses of SiC (besides LED's).</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12796040"TARGET=EricksList>17426</a></td>
<td>LindyBill</td>
<td>cree</td>
<td>If you like blue light, how about no light? That's right, black silicon that absorbs 100% of all the light that hits it. Can you say, "100% efficient photovoltaics?" plus a link</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12798632"TARGET=EricksList>17450</a></td>
<td>Uncle Frank</td>
<td>CREE</td>
<td>Despite their lead and market share, CREE is still in the stage where their users are Innovators and Early Adopters</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12800167"TARGET=EricksList>17465</a></td>
<td>Sunny</td>
<td>CREE</td>
<td>Chasm analysis for CREE.</td>
</tr>
</table><br>
<br><table>
<col width="10%">
<col width="20%">
<col width="10%">
<col width="*">
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12807268"TARGET=EricksList>17494</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>RE Cree Creeping Chasm Crossing</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12811592"TARGET=EricksList>17514</a></td>
<td>Russ Motter</td>
<td>CREE</td>
<td>Don't forget about the blue laser bowling pin that should be knocked down within 24 months (very pre-chasm)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12814578"TARGET=EricksList>17530</a></td>
<td>slacker711</td>
<td>CREE</td>
<td>The following report seems to indicate that Cree has 43% of the market for the "nitride based LED market"....</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12816418"TARGET=EricksList>17545</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>Cymer lasers for DVD? Not a chance</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12816499"TARGET=EricksList>17546</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>CREE Basic Questions, answers to Mike</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12817488"TARGET=EricksList>17557</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>Cree's technology has IP patent protection for the process of fabricating the SiC wafer in commercial quantities and qualities that others have been unable to acheive to date</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12828123"TARGET=EricksList>17620</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>More answers to Mike B.s questions</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12828222"TARGET=EricksList>17626</a></td>
<td>Mike Buckley</td>
<td>CREE</td>
<td>CREE in the simplest of terms (with help from FATBOY <G>)</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12830235"TARGET=EricksList>17643</a></td>
<td>FLSTF97</td>
<td>CREE</td>
<td>CREE Value Chain</td>
</tr>
<tr valign=top align=left>
<td><a href="http://www.siliconinvestor.com/readmsg.aspx?msgid=12834101"TARGET=EricksList>17657</a></td>
<td>Robert Jacobs</td>
<td>CREE</td>
<td>switching costs.</td>
</tr>
<tr valign=top align |
