To: John Stichnoth who wrote (15706 ) 1/20/2000 3:59:00 AM From: FLSTF97 Respond to
On the Cree Thread I posted links two of which reference a market study which said that the blue led market today is worth $200 million but grows to $400 in 2001 and $3 bil by 2006. I haven't read the report itself (cost $3K+ and I rather put the money into a company than the report), but I assume they based those projections on some metric. Of course I wouldn't take those numbers as givens either, but since the applications include general lighting, and data storage, it appears that mass markets are present for the LED part of the business. In the general lighting market their product is a continuous innovation (different aesthetic, or power savings). In the storage application I'm torn about the classification. The blue lasers (from CREE and Competitors) is discontinuous in that they offer the first practical solid state laser which can be implemented into say a CD drive. On the other hand it appears to be continuous in that the mechanism for achieving storage is the same, just the spot size can be smaller.the chasm, because I see enough differences in markets to think that multiple chasms exist. Or perhaps it can be better visualized as hopping across several ice flows.
