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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (41214)4/2/2001 7:38:24 AM
From: unclewest  Read Replies (1) of 54805
 
the only you thing you need to know about CREE is that it "grows" SiC in commercial quantities and qualities and is the only company with a technology currently able to do so. You might think that's great (and it certainly is!), but Tinker explains why it's not the awesome stuff of Gorilla Gaming.

MB,
i would like to point out that a substantial portion of cree's 90+ patent portfolio covers not only SiC production but also covers most...maybe all known commercial uses for monocrystalline SiC and the epitaxial process.
imo that is the stuff of gorillas. it is just not readily apparent yet.

since cree produces at least 95% of the world's low defect, monocrystalline SiC (some material scientists i know think cree understates...and it is over 99%) and virtually 100% of the commercial SiC chips and devices, licenses and royalties are not an issue yet.

to merely hypothesize that competition will come can apply to any company in any business at any time.

polycrystalline SiC is actually quite easy to produce and i see occasional news releases from companies in that business...they use it to make sandpaper and other abrasives...it is the low defect, high quality, monocrystalline SiC, with fantastic electrical qualities, that cree has locks on.

regardless, the ceo of cree assured me if anyone ever gets close enough to represent a competitive threat, they will defend their patents on SiC production as well as SiC commercial devices. that has not happened.

any competition will have to develop workarounds for cree's SiC production patent portfolio, cree's epitaxy patent portfolio and then develop uses for SiC that cree has not already patented. that imo is one helluva formidable task since nearly all of the world's SiC research scientists work for cree.
unclewest
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