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

To: Mike Buckley who wrote (13329)	12/26/1999 6:33:00 PM
From: unclewest	Read Replies (1) \| Respond to of 54805

The company appears at first glance to be playing a royalty game and a gorilla game at the same time. The royalty play is the technology that makes LEDs from SiC crystals and wagers. The gorilla play is the technology that makes the crystals and wafers. I wonder if CREE's strategy in making end-user product (LEDs) isn't similar to QCOM's initial strategy in making base stations and handsets. Though the company is competing with its own customers, it might be necessary to validate the efficacy of their SiC crystals and wafers. i like that thinking...i do believe cree has licensed some technology to siemens. i will follow cree closely and remind everyone when cree crosses the $10 billion mark. that is a four-bagger from here. if next year is like this year...that should happen in the summer sometime. :o) i gave several GG books as holiday gifts...a brother-in-law called and told me that sandy robertson is his uncle. sandy is quoted on the back cover of the book. small world. unclewest