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To: unclewest who wrote (90)	11/29/1999 6:35:00 PM
From: John Stichnoth	Read Replies (3) \| Respond to of 22706

fwiw, something is going to displace silicon. It's not clear what that is, nor that Intel's Gorilla position will carry over to the new technology. Is SiC deemed a potential displacement for Silicon? Another possibility for the next generation, btw, is IBM's copper-on-silicon technology. Do you have any idea how the various possibilities might break out? Best, JS

To: unclewest who wrote (90)	11/29/1999 6:39:00 PM
From: Len	Read Replies (1) \| Respond to of 22706

Unclewest, I wouldn't let that old fart, Frank, deter you. I have been following Cree for a long time and owned it at one time. I am not interested in making a case for its potential gorilladome but I do think it has some characteristics. Remember that Cree is a semiconductor enabler (SiC) and almost by definition GGamers seem to avoid such companies-- Intel is the exception. I think you should continue posting about Cree. But, try to help us understand the company. Regards. Len