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

To: unclewest who wrote (14634)	1/8/2000 11:05:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 54805

I just searched the HP site, and found a variety of LED products from Agilent in different colors. The blue LEDs are SiC, but there is not information as to whether they manufacture them themselves or they get them from Cree. This brings up a question, though, isn't SiC pretty much restricted to luminesing in blue/green? Wouldn't traffic signs need brighter colors, yellows and reds? And wouldn't LED screens need LEDs in several colors? So are we talking about a subset of LEDs that Cree could supply in the overall market, those in the blue/green light? And if so, if a company can get a good deal from another supplier on the other color LEDs why would't they stay with them for whatever blue/green LEDs they supply as well, even if they are not as good as Crees? This does not affect SiC's use as a substrate, or FETs, power applications, or hardened electronics, but I wonder how much of Cree's revs are tied to LEDs? Still think Cree is a good investment, and have an initial position in it, but have a lot of questions before I'm ready to commit more capital.