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To: Robert Jacobs who wrote (17656)2/10/2000 6:55:00 PM
From: Mike Buckley  Respond to of 54805
 
CREE's Switching Costs

Robert,

A simple "yes" would have been sufficient. :) Thanks for the lengthy explanations.

To all,

For those who didn't figure out exactly what Robert said, I gathered that there are two main points. The first is that asking about high switching costs in the growing of SiC is an exercise in the hypothetical because there is no SiC grown in commercially acceptable quantity or quality other than CREE's. The second is that the cost of switching from the use of CREEs SiC-based chips is indeed high.

--Mike Buckley