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

To: LindyBill who wrote (14712)	1/9/2000 3:06:00 PM
From: unclewest	Read Replies (2) \| Respond to of 54805

I can't see how a product with this type of markup is going to take over the light bulb market that is already well underway. . The lifespan, high brightness, and reduced power consumption of SiC LEDs makes them quite suitable now. Presently these qualities make the LEDs particularly well-suited for battery operated devices and vehicle apps as well as any app where long-life bulbs are required. IMO, it just does not fit this board yet. I will respect your's and Frank's wishes in that regard. Since CREE is growing revenues 4x faster than QCOM did last year, I doubt it will take long to meet your requirements. LB, I am obviously excited about this company. I appreciate your entering the discussion...I am going to leave you with a thought that may cause you too reconsider brushing CREE aside even temporarily. In addition to all of the other things that CREE is involved in, I was just thinking that CREE may make more $ from cellphones than QCOM. Potentially 4-6 SiC LEDs per phone for all the phones not just CDMA phones, and SiC may be used in all the relay towers and base stations throughout the world. unclewest :o)

To: LindyBill who wrote (14712)	1/9/2000 3:14:00 PM
From: FLSTF97	Read Replies (3) \| Respond to of 54805

IMO, it just does not fit this board yet. This comment about CREE brings up a question. When is a candidate fit for this board? Only after it has a $10bil market cap? I agree that CREE is not (yet) a gorilla.Perhaps an argument can be made that CREE is a king (or gorilla candidate) for SiC wafers, but big deal. Or... is it really a big deal? Perhaps this gives us the opportunity to examine a nascent gorilla and test the various hypotheses as it progresses. That may in effect allow us to do a better job of finding future gorillas irrespective of the outcome of any one particular candidate. Let's face it, there aren't that many gorillas born every day. It seems to me to be a disservice to the thread not to take an opportunity to observe various candidates until we can type it with a reasonably high confidence level. Who knows, we may find a corollary or two that help us in the future. Surely the merits of QCOM were examined before it became a certified gorilla and apparently before it had a $10 billion market cap. Fatboy