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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Mr. Sunshine who wrote (10320)	6/25/2003 10:43:08 PM
From: Cary Salsberg	Read Replies (1) of 95546

Sorry, I was not able to read the article because the link did not work at the end of the day. I think CREE is one of the best prospects in the technology arena. By prospect, I mean that I am not ready to invest, but I think it is a likely future investment. CREE is the leader in Silicon Carbide and a leader in the LED market. I am concerned that LEDs have a potential to be a commodity and I don't know if CREE's Silicon Carbide expertise will provide sustainable competitive advantages. I have similar questions about CREE's participation in lasers and I am not certain that CREE's purchase of Spectrian's power amplifier production facilities was a wise move. Spectrian had been losing share in power amplifiers.

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