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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (12043)	12/5/1999 6:42:00 AM
From: unclewest	Read Replies (1) \| Respond to of 54805

cree...<VBG> i copied this from a harvest post on yahoo, put up last night. btw harvest knows far more about cree than i do. In the Pru report were they linked Cree with Gentex's anouncement they said this about cell phones. " We believe an even stronger driver(as compared to autos-Gentex) of the demand of SiC based LEDs will be hand held Web access appliances such as Web enabled cellular handset,Cree recently secured a design win in Nokia's 8850 phone.Cree's white light conversion LEDs are being used to backlight the new large screen required for viewing Web data.We believe SiC leds were chosen by Nokia because of the significantly smaller size of LEDs produced with this technology.Currently other white light producing technology such as sapphire are unable to match the size benefits of SiC.We estimate that the company will enjoy $1.00 in revenue from each of these phones produced.WE EXPECT CREE TO SECURE COMPARABLE WINS IN OTHER NOKIA'S MODELS AND FUTURE WEB ENABLED MODELS OF OTHER MAJOR CELLULAR HANDSET PRODUCERS. The estimate is for 700 million units by calender year 2001.We think that over the next several years many phone models will utilize SiC LEDs resulting in a potentially significant upside for CREE". gentex (GNTX) made an announcement friday about new lighting for american cars. apparently prudential thinks they will use cree SiC leds. cree leds are already in vw and audi. i do not have the complete prudential report...just excerpts. i will try to get it. the most amazing part of this is that cree does not believe leds will be their biggest profit center. they account for 50% of current revs. the led margin is around 40-45% or so i have been told. unclewest@irrationallyexuberant.com

To: unclewest who wrote (12043)	12/5/1999 8:10:00 AM
From: 100cfm	Read Replies (1) \| Respond to of 54805

UW you are not late on sndk. i believe during the portfolio compilation, sndk placed very very low in the % of holdings. also their tornado has not yet begun. there is still question in my mind who will be the victor in that category. it seems sony isn't going to make the same mistake they did with beta. although a friend of mine who is a sndk rep. is telling me there is no question, that sndk will control the mkt. i am still skeptical. he expects his sales to at least double, more likely to triple. i am waiting for more smoke to clear. might be giving up some points to the upside but in the longterm they would be inconsequential. regards 100

To: unclewest who wrote (12043)	12/5/1999 10:51:00 AM
From: Mike Buckley	Read Replies (4) \| Respond to of 54805

unclewest, i never considered anything that monstrous for the cards. I agree that they will be monstrous. That's why they call them smart. As just one example, it's interesting that Schlumberger, the oil company that gets the stuff out of the ground and the ocean, has a smart card division. They are getting contracts from universities and cities that are using smart cards for things like parking meters so no one has to carry cash and no one has to retrieve the cash. Smart cards will some day be ubiquitous, just as dumb credit cards are today. Figuring out the gorilla and royalty plays are something I've never taken the time to do. I imagine there will be several huge games going on at the same time related to smart cards. --Mike Buckley