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To: mtnlady who wrote (1783)	2/3/2000 11:07:00 PM
From: stockman_scott	Respond to of 10714

Next Week CREE will be presenting at a 'Strategies in Light' Conference...FYI... <<Strategies Unlimited Announces Program for Feb. 10-11, 2000 Conference On Business Opportunities in Advanced LEDs MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Nov. 18, 1999-- STRATEGIES IN LIGHT' Brings Together the World's Leading Manufacturers and Users of Advanced Light Emitting Diodes Strategies Unlimited, the leading market research firm in the field of compound semiconductors, announced today the final program for its STRATEGIES IN LIGHT Conference on Business Opportunities in Advanced LEDs. The conference brings together the manufacturers and users of a new generation of advanced LEDs. The one-and-one-half day meeting will be held at the four-star Hyatt Regency San Francisco Airport Hotel, Burlingame, Calif., on Feb. 10 and 11, 2000. A detailed program is posted along with complete registration information on strategies-u.com. The market for new applications for high-brightness LEDs is projected to exceed $1 billion in the next five years. Strategies Unlimited will provide conference attendees with the firm's latest market forecasts. Nineteen (19) invited speakers will shed new light on the most promising application trends, technical developments, and business opportunities. The luncheon keynote speaker on Thursday, Feb. 10, will be Joel Hutt, Director of Global Market Development at General Electric Lighting (Cleveland, Ohio.) Hutt will illuminate conference attendees on GE Lighting's motivations and expectations as the newest world-class entry in the advanced LED-based lighting business. The conference will address the following key topics: - High-Brightness LED Applications and Trends. This includes large screen full-color video LED displays, interior and exterior lighting in automobiles, and signaling applications, including traffic lights. Speakers include SACO SmartVision, SONY JumboTron, GM/Cadillac Motor Car Division, Dialight, and a major German auto manufacturer. -- Advanced LEDs in Illumination Applications (including solid-state lighting.) This includes presentations by Lawrence Berkeley National Laboratory's Lighting Group, LumiLeds, GELcore, Osram Opto Semiconductors, Color Kinetics and LEDtronics. -- The Future of High-Brightness LED Technology-Performance, Applications, and Cost Trends. This features presentations by cutting-edge materials and device developers Nitres, Cree Research, and Agilent Technologies. Organic LED technology and market developments will be reviewed by Strategies Unlimited. -- Business and Financial Perspective. This provides the Wall Street financial analysts view on this exciting new industry from Prudential Securities and Preferred Capital Markets. The challenge of starting the new Uniroyal Optoelectronics (UOE) high-brightness LED company in Tampa, Fla. will be discussed by Uniroyals President. For more information on the STRATEGIES IN LIGHT conference or other Strategies Unlimited industry services, contact Strategies Unlimited on 650/941-3438 (voice) or 650/941-5120 (fax), e-mail at info@strategies-u.com, or visit strategies-u.com. Founded in 1979, Strategies Unlimited specializes in market research and newsletters on compound semiconductor materials, optoelectronics, optical communications, photovoltaics, and RF/wireless components industries. The company is based in Mountain View.>>

To: mtnlady who wrote (1783)	2/3/2000 11:17:00 PM
From: locke_1	Read Replies (1) \| Respond to of 10714

Pompsander, Mtnlady, Precisely... It is one thing to manage technology, quite another to manage potential gorillahood (I invested in CSCO a long time back.... my original shares are now at $0.5 cost basis. The only thing that has kept me in the stock has been their incredible management of their gorillahood). I invested in Cree simply because of their potential... it is there, it is proven - thus, they have managed technological development VERY well, it now remains to be seen how they manage their potential Gorillahood.... and time is short... Although I expect that CREE will do very well for the next year or so based simply on the incredible demand, it is necessary for them to manage the gorillahood equally well. Which means that they MUST license their technology so that it becomes so pervasive that the switching costs become prohibitive....as well as be able to and, perhaps, spawn new tornadoes... I shall be anxiously waiting for their moves in this direction, and keeping an eagle eye on what the company does and how it responds.... the game is theirs for the wining.... Regards to all....