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

To: unclewest who wrote (13986)	1/3/2000 4:09:00 PM
From: DownSouth	Respond to of 54805

unclewest, is that you? You found the shift key! Congrats on your new writing style and your shiny new portfolio! Galahad BTW, either pinky has a shift key.

To: unclewest who wrote (13986)	1/3/2000 4:26:00 PM
From: Sunny	Respond to of 54805

My stockings are full of many of the same and my cash horde is non existent. So, I can't buy on dips. I am just riding. The shift key can be found with the little finger on either hand depending on which letter you would like to capitalize.<gg> Sunny

To: unclewest who wrote (13986)	1/3/2000 4:54:00 PM
From: 100cfm	Read Replies (2) \| Respond to of 54805

Unclewest, thanks for the great presentation on cree, lots of reading material and very interesting. Would like your feelings on the following concerns that i have.(numbers in the following are aprox., as i said it was alot of material) 1. 10% of revenue in 99 was from research grants. Do you see that continuing? 2. 20% of revenue was from C3. C3's purchase obligation expires in june. This is particularly disconcerting because C3's product is not faring well in the market place. Do you see Cree picking up the slack elsewhere?(ie:with increased LED demand). 3. Since Sic is so difficult to produce(which is why cree is so interesting) what is Sic's scalability, do you see the yields increasing to the point that it can be produced in mass Quantities to meet a mass market adoption. I realise that more growers producing bigger wafers increase quantities but if the market were to utilize Sic's full potential the demand could be incredilbe to the point that i wonder if the number of growers needed would be ridiculous. 4. The three Sic growers that Cree is presently using are owned by C3. Will Cree be able to purchase or lease them if C3 does not extend the purchase agreement. I ask this in case there is a gap between the time their new plants are online and the end of the C3 agreement. Revenues could take a temporary hit(which could be a great buying opp.) Thanks 100