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To: Guy Gordon who wrote (1840)	2/5/2000 4:47:00 AM
From: unclewest	Read Replies (3) \| Respond to of 10713

it is obvious to me now that you have not finished your research on cree. if you do not know the cost of a cree high bright blue LED vs the cost of a sapphire based blue LED...why are you posting about it? may i suggest you read all of the messages on this and the yahoo cree threads...all of your answers are there especially in the links. including pricing, yield increases and engineering advantages. some very generous folks have done your work for you already...you just have to read it. if your a short with a goal to convince me to sell...i understand your pain but... fugetabotit if the latter is the case, it is even more important that you read the threads.

To: Guy Gordon who wrote (1840)	2/6/2000 1:35:00 AM
From: Matrix_Man	Read Replies (1) \| Respond to of 10713

Incorrect. The connection at the base of the SiC substrate makes it easier for Cree* to package the LED in its epoxy lense. It does nothing for the buyer.* Guy, you do need to do a little more research before making such statements. Was your "Incorrect." referring to unclewest's statement, or the sentence you wrote right after? You see, Guy, Cree does not package LEDs. They sell them to others that do that. Interesting that you even went to the effort to make Cree bold faced. From your statement about 4" boules being irrelevant, I gather that you would like to value the company on the trailing 12 months earnings, and at a PE of say 20 or so. Tell me what other stocks you invest in which do not place a value on future revenue growth or new future products?