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To: unclewest who wrote (14678)	1/9/2000 6:49:00 AM
From: unclewest	Respond to of 54805

OK...enough on CREE for me for now I lied! The only CREE competitor that I have ever been concerned about at all is Nichia, a Japanese chemical company...Their head of SiC development is Mr Nakamura. He attends the SiC conferences. Nakamura is the only highly trained SiC researcher that I am aware of who is not employed by CREE. I just buried that concern...found this tidbit on yahoo. Asahi, Japanese newspaper, reported that Mr. Nakamura, chief researcher in Nichia, leaves for University of California, Santa Babara in February. Mr. Nakamura (45) has mada a significant contribution to blue diode and purple laser. He said that he wants to have more research time. If you can read Japanese, please visit www.asahi.com

To: unclewest who wrote (14678)	1/9/2000 8:55:00 AM
From: RocketMan	Respond to of 54805

Was shocked to learn that GMST has only 215 employees. I had noticed that also, but it is not so shocking when you realize that this company is essentially a think tank with good lawyers. They go invent a killer app, then patent it and defend the patent. You don't need a lot of people for that, in fact the fewer the better if they are good. I am a bit concerned about TiVo as a competitor, though yesterday I went to Best Buy and looked at it. I think they may have a hard time convincing the average consumer to spend 400-500 plust a monthly fee for a box that does recording and EPGs, which can be done with a cheaper VCR+ unit, or a TV with built-in EPG and a standard VCR. Plus, I think people still like to have copies of tapes they have recorded. If TiVo was smart, they would merge with GMST and become part of the next revolution in interactivity. OTOH, my concern about TiVo remains, because if TiVo can defend their technology in court (assuming it goes to court), it may undermine GMSTs patents and lead to their downfall.