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

To: unclewest who wrote (149)	12/28/1999 8:27:00 AM
From: John Finley	Read Replies (2) \| Respond to of 565

>>the on-going move from 2", to 3 and 4" << I guess CREE must've found the "sweet spot" for growing SiC. It's probably some itty-bitty volume in parameter space <g>. >>nokia just started using cree led's in their newest cell phones<< Unclewest, do you know if the CREE LED's are for the backlight? JF

To: unclewest who wrote (149)	12/28/1999 1:37:00 PM
From: kinkblot	Read Replies (1) \| Respond to of 565

400% increase implies yield is currently 0-20%. Hi, unclewest. Any idea which end of that range? Closer to 0 or 20? I'm just wondering how much room for improvement there is ultimately, beyond that predicted for the short-term. WT

To: unclewest who wrote (149)	2/25/2000 4:28:00 PM
From: semi_infinite	Read Replies (3) \| Respond to of 565

uw, following up on our conversation over at the G&K thread: Message 12770140 Following a presentation Tuesday, I and a GEC fund manager asked the CEO of Emcore about the brightness issue. Emcore qualifies substrates from a number of vendors, including CREE, and they are "vender neutral". He confirmed what I stated before, SiC biggest advantage is form factor and not brightness. The GEC manager must have heard the same assertion from CREE that they have closed the brightness gap. We wonder if there are some qualifications, such as "laboratory conditions", missing.