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

To: FLSTF97 who wrote (14688)	1/9/2000 12:28:00 PM
From: unclewest	Respond to of 54805

I sincerely doubt(but don't know for a fact) that HP is growing their own SiC. HP has for a very long time been a leader in supplying (world wide) LED brake lights for cars. Thanks for that...it reminded me...I was wrong. CREE does not make red. I just verified it with my research partner. He says, "Cree does not make red...red is a commodity business with ASP's around 5c and little margin...HP (agilent) among others makes those...cree only likes to play where they can dominate and maintain pricing power/margins..."