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

To: Pete Mimmack who wrote (17460)	2/7/2000 2:59:00 PM
From: Matrix_Man	Respond to of 54805

...one cell phone mfg (Nokia, tho' only 1 model)... Pete, I think it is two cell phone manufacturers, the other being Panasonic.

To: Pete Mimmack who wrote (17460)	2/7/2000 2:59:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Re Early Adopter vs. Early Majority I'm going to leave this for our resident expert on Gorilla gaming, Mike Buckley. My understanding is that these are qualitative measures, so there is no absolute metric to define Chasm crossing. I think we need to temper our enthusiasm, even in the case of reports of major customer wins, as we don't know what percentage of the Nokia, Sony, Audi, or VW production will utilize Cree products. I'm guessing these are trial programs that will result in very small volumes. Gorilla Game metrics are still black magic to me, which is why I like to leave them to Merlin <gg>. uf