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Technology Stocks : Wolf speed

WOLF 22.10

-2.8%

Dec 5 3:59 PM EST

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To: Selectric II who wrote (3329)	7/31/2000 6:49:58 PM
From: Jack Hartmann	Read Replies (3) of 10714

Selectric, this will tax the brain cells, but let's see. - Interviewed the CEO, but his words escape me. Neal discussed that LED last xxxx hours? - Gave a brief background on the startup. Apparently the founders came out of UNC and tried to be the next INTC. - Had another gent (analyst?) on who explained that CREE has 90% of the US LED market and had 16 quarters of profitability - Had brief explanation of SiC and a demo with alligator clips on the end of the wafer lighing the wafer up - Showed several workers wearing hairnets looking at the SiC under a microscope - Showed a 2 inch wafer and demos of LED lighting up a stop sign Maybe Unclewest can fill in the blanks. I was watching the blue LEDs and didn't listen as well. Jack

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