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Pastimes : G&K Investing for Curmudgeons -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (91)	11/29/1999 6:39:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 22706

Silicon has some advantages, John. It cheap and plentiful - just go to the nearest beach and pick up a bucket. It's properties are well defined, and it's very far down the learning curve. btw, copper-on-silicon refers to a silicon chip with copper metalization. It's still silicon.

To: John Stichnoth who wrote (91)	11/29/1999 6:42:00 PM
From: Len	Respond to of 22706

John, I don't think SiC will replace silicon anytime soon. However, it may well have some applications that will provide tremendous growth opportunities for a company like Cree. I think of it as analagous to Gallium Arsenide. It was a promising technology for years, was difficult to produce, and enjoyed only niche potential. Look what is happening now, though, with companies like Triquint. Regards, Len