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To: Uncle Frank who wrote (14708)1/9/2000 2:15:00 PM
From: Ruffian  Respond to of 54805
 
<btw, I'll be happy as a clam if we do 1/4 that well this year.>

Got your fingers crossed, eh! <g>

Ruff



To: Uncle Frank who wrote (14708)1/9/2000 2:17:00 PM
From: FLSTF97  Respond to of 54805
 
I don't know if this links works but if not definitely go to
www.penton.com follow the electronic link to
Microwave & RF Mag and then search on CREE

The title mentions the CREE device powering up PCS stations.

eocenter.com

This is the title and first paragraph:

SiC MESFET Drives PCS Base
Stations

THE FIRST COMMERCIAL SiC MESFET
DEVICE, A 10-W DRIVER-AMPLIFIER
TRANSISTOR, HINTS AT THE PROMISE
OF THIS EMERGING SEMICONDUCTOR
TECHNOLOGY.

BASE stations eat up power. Amplifiers
must combine multiple transistors to
achieve the linear power levels needed for
clean amplification of digitally modulated
signals, such as code-division multiple
access (CDMA). Given a transistor that
could provide more power per unit size, the
base station and its amplifiers could also be
made smaller. Therein lies the appeal of the
industry's first commercial
metal-semiconductor field-effect transistor
(MESFET) based on silicon carbide (SiC).
Produced by Cree, Inc. (Durham, NC), the
CRF-20010 SiC MESFET leverages the
semiconductor material's high breakdown
voltage and high thermal conductivity to
yield 10 W of linear output power for
driver amplifiers from 400 to 2500 MHz.

I think this qualifies as "discontinuous" innovation.

Fatboy



To: Uncle Frank who wrote (14708)1/9/2000 3:19:00 PM
From: RocketMan  Read Replies (2) | Respond to of 54805
 
UF, those of us who also used a little margin and lucked out on a couple of snowballs did even better, substantially better :-) (not to rehash the margin issue that has been debated to death).

This brings up a question, since GG is proving to be so profitable, and yet relatively safe (for techs). Does anyone know of a mutual fund that follows the GG strategy? We have all built our own personal funds around these stocks, but some of us (like myself) have a portion of our retirement money in restricted accounts that can not invest in individual stocks. I'm pretty much a prisoner to Vanguard on that score, and the only fund I see that comes anywhere near GG is the Vanguard Morgan Growth, but it is more of a large cap growth fund that happens to have some of our gorillas in it.