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To: FLSTF97 who wrote (17545)	2/9/2000 5:28:00 AM
From: unclewest	Respond to of 54805

fatboy, thank you. you explain cree far better than i ever did or could. unclewest

To: FLSTF97 who wrote (17545)	2/9/2000 9:00:00 AM
From: Robert Jacobs	Read Replies (2) \| Respond to of 54805

Cree's technology has IP patent protection for the process of fabricating the SiC wafer in commercial quantities and qualities that others have been unable to acheive to date either because of a lack of expertise or experience. It is also true according to Cree that it is doubtful that there is a process that can produce the wafers with the same quality can be acheived without violating their patents. Blue LEDs can be made from sapphire but they are more costly, are much larger in size and use a non-standard industry package. The only factor in the way of their dominating this market is their production capacity. They also own significant patents in the epitaxel area where the GaN is chemically bonded to the SiC. By the way, how do you format a SI post? Itals, bold etc.

To: FLSTF97 who wrote (17545)	2/9/2000 4:39:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Fatboy, Thanks for the quick response. Being a carpetologist, I'm still a little confused. More questions and comments for the sake of clarity: 1) I gather from your post that there are two critical propreitary architectures -- the technology that allows CREE to grow SiC and another technology that allows them to use the raw SiC materials to make specific devices. Did I word that reasonably accurately? 2) One caveat here is that the authors tend to be semiconductor adverse and S/w centric. Sometimes it is hard to accurately place semiconductors within the context of the manual. Whew! I thought it was just me thinking that! 3A) The proprietary architecture used to make SiC-based LEDs will be competing with other proprietary architectures used to do the same. Right? 3B)Most if not all of the SiC will be grown by CREE and sold (eventually if not presently) to some of their competitors in a spirit of co-opetition. Right? 3C) There will be SiC grown by others but a lot if not most of it will grown by those who have licensed CREE's proprietary technology to do so. Right? Thanks for holding my hand. I've gotta get this stuff straight in gorilla-gaming context. This is beginning to help me and, I'm sure, others too. --Mike Buckley