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

To: John Stichnoth who wrote (14737)1/9/2000 5:42:00 PM
From: Mike Buckley  Read Replies (2) | Respond to of 54805
 
John,

It can be reasonably argued that the ericy deal was a catalyst for recognition of the gorilla, not of its gorilla status per se.

Good point. But if the Gorilla power was already in place, I think it's almost impossible to reasonably refute that the Ericsson deal added greater strength to the Gorilla's muscles.

--Mike Buckley



To: John Stichnoth who wrote (14737)1/10/2000 2:30:00 AM
From: FLSTF97  Read Replies (1) | Respond to of 54805
 
re: CREE's market potential size

The current size of the power and optoelectronics semiconductor device markets exceed $15 billion per year.

But... this underestimates the market potential for CREE's products since they will be able to perform functions previously not performed with semiconductor devices.

One possibility: lighting long fiberoptic cables.

If we take it to the extreme: light bulbs. (but I not counting on this anytime soon!)

Fatboy


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