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Technology Stocks : Wolf speed

WOLF 17.55

-1.5%

12:18 PM EST

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To: William who wrote (5446)	7/2/2001 2:00:38 PM
From: slacker711	Read Replies (1) of 10714

Does any of this directly impact CREE? Absolutely....if Rohm/Cree could prove that Nichia infringed on their patents. It doesnt sound like the patent which Rohm is alleging that Nichia violated is fundamental to the creation of a blue LED (power saving) but it could be essential to certain types of applications (mobile phone displays). Just a guess...but I doubt that anything dramatic is going to occurr in the various legal cases that Cree/Nichia have going. It seems to me that these companies were working on these products during the same time frame....which leads me to believe that they both could have some IP. A cross-licensing deal seems to be the most likely outcome....havent looked at any of the patents so take it for FWIW. Generally, I think that a mainentance of the status quo is a victory for Cree....three companies supply most of the blue LED's for the world. Much better than bringing in dozens of low-cost Asian suppliers.... Slacker

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