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Technology Stocks : Wolf speed

WOLF 17.76

-4.7%

Dec 15 3:59 PM EST

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To: r.edwards who wrote (5380)	5/18/2001 12:52:03 PM
From: John Carragher	Read Replies (1) of 10714

yahoo post Ignore this User \| Report Abuse Morgan Keegan important obsevations by: harvest344 05/18/01 12:44 pm EDT Msg: 64220 of 64220 "We believe this decision(Nichia) is a significant positive for Cree and bodes well with respect to other pending infrigement ligation which involve a claim against Cree on HB LEDs and a claim against Nichia on blue lazer diodes.It has also been our perception that the completion of the Nitres acquisition in 4Q 00 and the techincal alliance with Rohm co.Ltd of Japan enhanced the patent position of the company". "Nichia prevailed in its patent infringement lawsuit againt rival Toyoda Gosi which is expected to have held back growth potential for TG in Far East markets this decision frees CREE and its distributors to more effectively target growth opportunities" "This legal victory adds credibilty to our investment thesis that CREE is uniquely positioned for growth opportunities in a volatile technology market".

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