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

To: mauser96 who wrote (17583)	2/9/2000 5:55:00 PM
From: Guy Gordon	Read Replies (3) \| Respond to of 54805

RE "Apparently to get commercial green or blue LED, GaN is needed." I don't think so. I believe I saw someone selling Green and blue-green LEDs based on ZnSe/ZnSSe. "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. I agree with this whole-heartedly. Cree will flourish. They have some wonderful technology. With blue LEDs they have finally found a profitable outlet. (I've been following Cree for years -- that's what I mean by "finally".) But the reason they will never be a Gorilla is that they do not have a lock on anything -- not blue LEDs, blue lasers, not even on SiC.