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Technology Stocks : White light from LED -- Ignore unavailable to you. Want to Upgrade?


To: John Finley who wrote (145)12/27/1999 6:20:00 PM
From: Will Lyons  Respond to of 565
 
John

I agree and have been less aggressive lately.

When I sell something it goes up! sometimes the next day !
So the list trickles down to a precious few.

WL



To: John Finley who wrote (145)12/27/1999 6:20:00 PM
From: Will Lyons  Read Replies (1) | Respond to of 565
 
John

I agree and have been less aggressive lately.

When I sell something it goes up! sometimes the next day !
So the list trickles down to a precious few.

WL



To: John Finley who wrote (145)12/28/1999 6:59:00 AM
From: unclewest  Read Replies (3) | Respond to of 565
 
Well, in the same vein there's still the other display folks. I assume someone will make direct LED displays besides the OLED people. I don't know, though, the display business is sort of a crap shoot.

hi john,
i expect IBM to announce a world theater program soon. i believe this will be a plan to place signs and billboards around the world. off-site, wireless, computer controlled...i expect them to use cree's led's.

don't recall if i posted here that nokia just started using cree led's in their newest cell phones.

cree ceo says he expects to increase current yield by 400%...the on-going move from 2", to 3 and 4" crystal growers will enable another 300% growth...cree's new factories opening next june and october enable another 300%.

3 x 3 x 4 = 36x potential short-term growth for cree.
does anyone see a better play in this area?

happy holidays to all.
unclewest