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

To: LindyBill who wrote (17253)	2/5/2000 11:41:00 AM
From: Robert Jacobs	Respond to of 54805

RE Cree: This is not a short them problem for cree, but it is the problem, that, long term, turned INTC into a King. They made a big mistake acceding to the Automobile companies on this. The amount that Siemens produces is immaterial to cree presently and in the future. Osram (wholly owned by Siemens) makes much more money making lightbulbs than Siemens does with chips. The economic impact of the license to cree is nil and controlled by the terms of the agreement.

To: LindyBill who wrote (17253)	2/5/2000 12:19:00 PM
From: mauser96	Respond to of 54805

I don't think Cree has much choice in this. Their customers are big and powerful, and other products can be substituted for LED.At this stage getting LED used and getting market share are the important things. I would be more than happy if Cree profits turned out to be even close to Intel's profits <<gg>> Speaking of Intel, the FM calls it a gorilla, but I'm inclined to agree that it is more likely a extraordinarily powerful King. If so, it's probably always been a King, protected by the best manufacturing abilities in the business, and the brilliant move toward branding it's products. I will always have a warm and fuzzy feeling toward Intel, because an almost all or nothing bet on it (much like your QCOM bet) years ago gave me enough to live on for nearly a decade.