Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Guy Gordon who wrote (17579)	2/9/2000 4:57:00 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

Apparently to get commercial green or blue LED , GaN is needed. However, the other colors are produced using gallium in combination elements such as Al,As,In, P etc. If my interpretation is correct, the 43% market share for Cree would mean that it's 43% of the green to blue wavelength LED market. Since the other colors have been around a lot longer in LED form, they probably constitute the bulk of today's LED market. A quote I ran across "the goal of the semiconductor market is to go from indicator technology to illumination technology" With the blue LED that has become a possibility for the first time, though that's a very long way off except for specialized applications. There should be enough of them for Cree to flourish.