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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KevRupert who wrote (35624)	11/29/2000 12:44:51 PM
From: mauser96	Read Replies (2) of 54805

It would appear that some of Cree's moves come straight out of Geoffrey Moore's "Living on the Fault Line". Mr. Moore discusses the spin-out of context (Lighthouse Technologies) and having your research done by someone else. " With corporate R and D you are playing a long shot". The smartest guys always seem to work for somebody else,so to get use of their talent you either have to buy the company, share in the research projects, or pay fat royalties later. Cree is sticking to it's core business, and that's good. LED are only the beginning of uses for SiC technology. The huge CTHR inventory was paid for by their stockholders, not by CREE stockholders, and producing the wafers gave CREE experience with larger scale production. Nevertheless I'm also disturbed by the complexity of the interlocking arrangements and especially with what might be viewed as nepotism. The market is not in a forgiving mood..

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