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To: FLSTF97 who wrote (17299)	2/6/2000 6:14:00 AM
From: unclewest	Respond to of 54805

cree Thanks for the comments. I was aware of these except the Sony one. fatboy, i remain amazed at the depth of your research on cree. that was some serious digging. cree staff recently stated cree SiC will be used for LED indicator lights on sony playstation II. do not know how many per unit. do know that sony plans initial release of 2 million units the first week of march in asia. sony projects sales of 55 million units worldwide first year (that sales figure is from some old notes of mine). i wonder how many other sony products may use cree LEDs? pssst! don't tell anyone this. the playstation 2 uses rdram. unclewest :o)

To: FLSTF97 who wrote (17299)	2/6/2000 10:29:00 AM
From: Robert Jacobs	Read Replies (1) \| Respond to of 54805

Fatboy: Thanks for the increedible work on Cree. I would appreciate more info if you have it on the efforts to make LED chips from Si. In previous trips to the company, they did not mention this as a potential competitive threat. I will ask management about it next week. also, when you mention AIN as a potential substrate, did you know that Eric Hunter (original founder of Cree with brother Neal) has returned to work for the company? The announcement was made public within days of his obtaining a patent on the growth of AIN crystals: *The invention relates to the growth of semiconductor materials. More particularly, the invention relates to the growth of bulk single crystals of aluminum nitride* See US Patent Office: 164.195.100.11 When I aske John Palmour about their progress on this topic he absolutely refused to answer anything other than acknowledging the patent. I can tell you his body language said "top secret".