Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Robert Jacobs who wrote (15217)	1/15/2000 2:33:00 PM
From: FLSTF97	Respond to of 54805

The only LED's from Cree that will excite me would be blue laser diodes with commercially viable lifetimes. Don't get me wrong, I think the light bulb replacement market is a good lead pin in the bowling alley, but I have trouble getting too excited about commodity products. I do think that market is large enough to give good growth potential while bringing the enabling products to market. IMO,it is the laser diode,high frequency, high power and high temp apps that hold the potential to transform Cree into something hairy and heavy (hopefully that won't be a musk ox!). Fatboy