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To: locke_1 who wrote (1780)	2/3/2000 10:48:00 PM
From: pompsander	Respond to of 10714

I believe that CREE's present business plan contemplates licensing its patented technology. Hey, that is one reason to patent it. Right now they are building huge demand for SiC products and demonstrating its many uses. Look for joint ventures soon with deep pocket partners which license the technology and produce the raw product....maybe one generation behind current CREE capabilities (like 3 inch wafers instead of 4) The value chain is forming. Product supply will be the problem. Licensing and joint ventures can ease that hurdle. CREE the IP company in your future.

To: locke_1 who wrote (1780)	2/3/2000 10:57:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 10714

Yep by definition we can't achieve true gorilla hood until the value chain(s) (multiple products quite likely) have formed around SiC. THIS IS THE IDEA THAT EXCITES ME MOST ABOUT CREE/SiC (!) and got me to invest earlier than normal. And that is this... the very high likelyhood of emergence of multiple tornados going off at the same time. WE ARE NOT TALKING ABOUT JUST ONE PRODUCT OR MARKET HERE(!) THE POSSIBILITIES ARE ONLY LIMITED BY CREATIVITY. And... to sweeten the deal even further... if SiC DOES gain widescale acceptance. CREE is, by default, the gorilla in each and every market that is created. UNLESS someone can a) find a better material b) find a cheaper way of making the stuff. That.. was a bet I was certainly willing to take.