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

To: Mike Buckley who wrote (17120)	2/3/2000 10:23:00 PM
From: Rick	Read Replies (2) \| Respond to of 54805

Over the last few weeks I've been discussing with Uncle Frank the possibility of setting up a FAQ message for the G/K thread. Its purpose would not be simply to answer "frequently asked questions," but to encourage lurkers to become participates by making their first steps less daunting. Now, as I envision it, the FAQ would be published every few weeks, with reminders of its location posted as needed. Of course, after a first reading thread regulars would know to bypass it, but new lurkers would continue to stumble in. (A neat trap for a Gorilla Hunter, no?). Anyway, the FAQ could be used to define thread terms, answer newbie type questions, and show how to access the portfolios, etc. Version 1.03 is now finished, but anyone with suggestions or improvements should feel free to contact me. I expect that after a few upgrades it'll become a fairly static product. But one that can be easily changed to met our needs. - Fred

To: Mike Buckley who wrote (17120)	2/3/2000 11:08:00 PM
From: tekboy	Respond to of 54805

<<What I don't know is how much the partnership strengthens the two companies. I suspect that it is not much, certainly not enough to justify today's 10% increase in Siebel's stock.>> thanks, Mike. Oh well, not the answer I was hoping for, but such is life. Just have to hope that your assessment is, as usual, on the conservative side.... :0) Still, I like having my companies partner with each other. It makes me feel like an incubator--like I'm on the board of my own, self-assembled keiretsu.<GGG> tekboy/Ares@nowifonlyIhadn'tmadetekgirlsellERICY.com

To: Mike Buckley who wrote (17120)	2/4/2000 4:33:00 AM
From: unclewest	Respond to of 54805

CREE....B of A report details... highlights and paraphrased. while reading this, to appreciate the enormous growth opportunity, keep in mind that CREE's current sales are less than $100 million per year. cree is the world's leading provider of blue LEDs. booming demand for blue and green LEDs cree dominates worldwide SiC production 90+ % marketshare 61 patents cree is a unique competitor in all its target market because it controls production end to end cree addresses a market opp we see in excess of $10 billion cree's white light conversion product win into nokia's 8850 handset portends an awesome market opp. the total available market to cree is nothing short of awesome. we estimate the total world market (TAM) for all LEDs is currently over $2 billion. this does nothing to take into consideration the implications of the blue green and white light revolution underway, nor the explosive growth in wireless handsets and PDAs. a typical cell phone can use up to 10 or LEDs for LCD and keypad lighting. the nokia win uses 16 cree LEDs per handset. next several years cree?s LED TAM increases by $2.5 billion the market opp for rf transistors is $8 billion by 2003. we can add to this rf opportunities, laser opportunities, and general white light opportunities that add $billions more to the mix. cree is addressing a market opportunity greater than $10 billion. because of the awesome magnitude of cree's earnings generating potential in its target markets and its stellar record of execution, we have initiated coverage with a strong buy and price target of $200. we believe the company could easily exceed $2 in earnings in 2001. cree's SiC is nothing short of revolutionary current uses include wireless handsets, auto instrumentation, LCD backlighting, indicator lamps, full-color indoor and outdoor displays, other lighting applications, gemstone products, laser diodes, microwave power amplifiers, power devices, wireless base station, radar system, other commercial and military applications. the companies new product initiatives based on SiC marketing opportunities we measure to be in the tens of billions of dollars. competing technologies have significant limitations CREE's SiC overcome other compound semi-conductor shortcomings blue and white light conversion are the key driver for 2000. most common apps: auto instrument panel, indoor and outdoor display, traffic lights, under counter case lighting, indicator lights on PCs, printers and other equip. advantages: longer life, lower replacement and maintenance cost, lower energy consumption, smaller space requirements. a groundswell of demand is mushrooming for cree's high brightness blue and white light conversion LEDs. cree's product portfolio will diversify rapidly in coming years. we believe cree's substrate improvements are driving SiC device development improvements, strengthening the economic advantages of SiC in target applications and distancing CREE as the world's overwhelmingly dominant supplier of SiC. CREE's end to end manufacturing approach is unparalleled. not even intel holds as much end to end control over the production of its microprocessors as CREE does in the production of its devices. cree's competitive advantage across all product lines is obtained through a highly advanced technology chain that is rich in IP property. the competitive threats to cree are modest. nichia and toyoda gosei produce higher brightness products but charge a premium. CREE has made significant progress in the brightness of its products and its market share leadership position attests that its price to performance value has hit the sweet spot of the market. other competition includes agilent and emcore/uniroyal. both have been plagued by quality and performance shortcomings. they do have strong partners..phillips and GE.