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To: unclewest who wrote (1490)	1/9/2000 3:36:00 PM
From: FLSTF97	Read Replies (1) \| Respond to of 10714

That $400 million is assuming that blue leds are equal to 1/3 of the current visible LED est. That doesn't factor in anything like the premium(4-6x, todays market) they get over traditional LED's. I think you can consider that to be a very conservative minimum market size. Sorry didn't mean to worry you. I was just playing with numbers for a reality check. Fatboy

To: unclewest who wrote (1490)	1/9/2000 3:44:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 10714

CREE's LEDs are just entering the cellphone market. OK, but why would they replace the LEDs that are already used? I understand the bright blue/green LEDs and how they are better/cheaper than competing technologies, but that does not imply that a cell maker would go to that technology instead of using current non-SiC technology, unless brightness was the determining factor. I can understand that for highway signs, etc, but not for cellular phones.