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To: slacker711 who wrote (17529)	2/8/2000 8:28:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Analysts Stephens seems to have a teriffic analyst department.....the legendary Gemstar report was from them too. Yes, but the guy who wrote that report is now covering Gemstar for CIBC. --Mike Buckley

To: slacker711 who wrote (17529)	2/9/2000 12:46:00 AM
From: mtnlady	Read Replies (1) \| Respond to of 54805

"The following report seems to indicate that Cree has 43% of the market for the "nitride based LED market"....Nichia also has 43%. They also talk about the differences between the high-brightness LED market and traditional LED's. The report is from August.. 43% market share - if true - sounds pretty accepting to me. And to think CREE only entered this market, what, 18 months ago? Less when this report is written. I would love to hear from others about the +43% figure though. Any other support for this number? What is CREE's market share now?