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To: Seeker of Truth who wrote (13361)	12/27/1999 8:21:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 54805

Malcolm, you pretty much describe my own opinion about Cree. I've also had some experience with specialty chip manufacturers, in my case HgCdTe chips used for infrared applications. They are very difficult to manufacture at the required purity, and the yield of acceptable wafers is very low. However, there is no magic to its manufacture, it is a matter of experience and fine tuning all of the steps of the process until one achieves an acceptable yield. This is not to say that Cree is not in the lead, or could develop a very profitable business for many years, but the more profit they make the more incentive there will be for someone who can make the SiC chips/wafers a little bit better, and a little bit cheaper. This does not seem to me to be another Intel, that has all kinds of IPRs and design expertise on the circuitry within their chips. SiC appears to me to be much more of a chemical/physical process that can be emulated. BWDIK