Semi Equipment-Sell when they're singing in the streets Message Board

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: KevRupert who wrote (182)	5/31/2000 2:12:00 PM
From: Katherine Derbyshire	of 276

>>The Japanese researcher has left Japan for a company in California - not for blue LED research - this occurred a few months ago. << Dr. Nakamura has accepted a professorship at UC Santa Barbara, actually. I presume that his company, Nichia Chemical, retains its patent portfolio, and that he was not the only member of the research team. >>When you say "Their niche simply isn't that big, and eventually it will constrain their growth", are you referring (a) to the product lines currently in production, (b) are you accounting for the new facilities being built & the corresponding increased production, and (c) the anticipated new product lines? << All of the above. What is the projected size of the market for high bandgap semiconductor substrates? How much of that market would Cree have to capture in order to meet their growth projections? SiC is an important material, but I would not expect a company in that market to have the same growth opportunities as, say, one selling SiGe or silicon-on-insulator wafers. Katherine

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