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To: garyx who wrote (14674)	1/9/2000 4:34:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

50 labs in Taiwan going to pump out high purity Silicon Carbide when companies like GE, Westinghouse, and Siemens have all tried and failed? It is guys like these in the east who have consistently beat out the above companies, and Intel, as Fab houses. other companies that produce SiC, but with much less capacity and in much smaller dimensions. These guys will "Ramp up" Give us a call when Cree hits 10 Billion Market Cap.

To: garyx who wrote (14674)	1/9/2000 12:11:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Help the carpetologists of the world. I've got a question about how we define the term, fab. As I understand an example of the general definition most of us use, Intel's fab takes the raw materials they purchase from someone else and imbeds the software in those materials. Is that an accurate understanding? Is that the same as the CREE's fab? My understanding is that CREE's fab will be producing the raw material, the SiC, and imbedding software in it. Is that right? If I'm right about both understandings, there seems to be completely different ramifications with regard to proprietary technologies and barrier to entries. If I'm wrong, I'd appreciate someone helping me come to a more accurate understanding. --Mike Buckley