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

To: unclewest who wrote (15666)	1/19/2000 4:40:00 PM
From: mtnlady	Read Replies (4) \| Respond to of 54805

We have all the ingredients... continuous innovation to the customer(LED's, circuits, power switches etc..) and a discontinuous innovation in technology(SiC). Have the market(s) caught hold yet and embraced SiC? 12 months of backlog would tend to imply that we are nearing this point. But I just don't think we are there yet - very, very close though. I can't put my finger on it.. I tell you what.. if I saw company after company begin to announce that they were designing in SiC for their chips, power switches etc.. and companies started to sign up agreements with CREE to use their manufacturing processes - in anticipation of their demand forcasts for the material, the press started to go crazy about this new material.. Then I would know for sure we are IN the tornado! I get the feeling the tornado is at our front door but hasn't entered the house yet. Help me here.. I don't have access to my book. What is Moore's exact definition of a tornado? On revenues I am showing CREE up 19% on the quarter (compared to their last quarter). NTAP up 21%, SEBL 19%, JDSU 164% (I am sure the mergers throw this off..), FDRY 62%, VRTS 60%. These are all comparing their revenues to the previous quarter reported (i.e. the just prior quarter not last years quarter). I can give you my year-to-date numbers as well if you like. By the way I like CREE's margins. Nice :-)