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To: LindyBill who wrote (11614)	12/1/1999 4:16:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

Well Lindy, what's your point? <GGG> half-seriously, I mean, we know that CDMA is better than TDMA or analog and that Q will do very well indeed as the mobile wireless market moves in that direction. But presumably that basic knowledge is now reasonably widespread, and has accounted for most of the huge rise in Q over the past year. Are you (and/or Engineer) saying that the picture is soooo much better than we thought that there is a huge upside potential looming ahead for the stock as well as the company? IYO, how much of that story has been priced in already? How are you calculating valuations, if at all? What about Cisco? Is "cpaacity" the same thing as "cpacoty," and are either of them small Australasian rodents? Why can I only type questions? tekboy/Ares@curmudgeonforaday.com PS hmmmm....Bux's post (to which Engineer was responding) is at least as interesting. Perhaps you are suggesting, as he did, than we are likely to see T switch to CDMA sometime soon?

To: LindyBill who wrote (11614)	12/9/1999 2:44:00 PM
From: FLSTF97	Read Replies (2) \| Respond to of 54805

Can CREE be a part of the Q value chain? This post by engineer got me to thinking that perhaps CREE presents a potential solution pathway (albeit not in the short term) to the problem mentioned in the link. If one gives merit to some of CREE's patents and press releases, it is conceivable that CREE can deliver much higher power, high frequency transmitters which drives the need for additional towers. Technically it is indeed physically possible. The question is if they have developed practical, cost effective solutions and how long it would take to design in these devices. I would see this as giving even more support for the mobile wireless concept since having multiple cells able to reach a given user has to simplify the loading scenario and reduce the likelihood of lost data. So does 2 + 2 = 8 in the case of CREE and Q? Who knows, but if I were leading CREE I would definitely be trying to find a way into this market and some of the recent press releases make me think something is in the works? FWIW, I think CREE deserves consideration and more careful review of its DNA. I've reviewed many of the patents and I like what I see. What I don't like is a recent management statement to the effect that they were proud to announce price reductions and virtually a simultaneous announcement that they are capacity limited. The blue diodes are the current life blood, but I don't see that as the biggest market (nor most secure.) The high powered, high temperature markets are very high margin product areas that fit into many markets. Maybe during the Holidays I'll be able to research this more fully. Fatboy