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Technology Stocks : White light from LED
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To: Will Lyons who wrote (427)7/16/2001 11:26:04 AM
From: John Finley  Read Replies (1) of 565
 
Hi Will,
Well, if there is a proprietary breakthrough it'll take LEDs out of the commodity biz, at least for a while. CREE is an example of that with their lock on SiC-based LEDs (at least for some apps). I'm not sure this GaN on Si is that breakthrough (or if they can lock their IP). We'll have to see how it plays out.

However your point is well taken. It'll be hard to maintain any kind of tech advantage for long.

JF
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