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

To: voop who wrote (17706)	2/11/2000 12:24:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Voop, I'll pipe in here, based on my recent learning in the last couple of days. Many will undoubtedly correct me if I'm wrong. Are their techniques to produce the SiC itself discontinuous and if so to whom? Commercially acceptable qualities and quantities are made only by CREE. If that ain't discontinuous, what is? Incorporating the SiC into chip sets is discontinuous. Incorporating the chip sets into end-use products is discontinuous. End users find all of that rather boring because to them, it's all continuous. Did I get that right, unc, fatboy and Roger? --Mike Buckley

To: voop who wrote (17706)	2/11/2000 4:04:00 AM
From: FLSTF97	Read Replies (3) \| Respond to of 54805

CREE Discontinuous Innovation I think the sense of Mike's reply is good (especially having read so little about CREE!), but there are some areas that deserve further explanation. First I think the methods to grow the commercial quality/ quantity SiC wafers are very discontinuous. Most of the methods to process the wafers into devices stem from known techniques but relate to how one successfully applies those techniques.I would not consider these discontinuous per se, but never the less important in that the competition is currently lagging in finding other methods or indeed those who have licensed the technology seem to be unable to make it work commercially. The device patents are discontinuous since they are based in SiC. For certain applications this promises far greater performance. It also enables new applications that were currently not fulfilled with semiconductor devices. As to for whom it is discontinuous I'll ignore lighting applications since that has been well discussed. Chips being made of SiC are discontinuous for high power applications, high frequency applications,and high temperature applications and especially for any application which combines any of the forgoing. I will be interested in your Kopin report as they are likely to be either a part of CREE's value chain or a competitor. FATBOY

To: voop who wrote (17706)	2/11/2000 8:31:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Re: Kopin << my soon to be published Kopin Gorilla Hunt report >> Kopin mention in this Jon D. Markman article "February Looks Sweeter For Stocks": moneycentral.msn.com << Kopin (KOPN) founder and Chief Executive Officer John Fan wowed a CNBC audience Jan. 27 by telling anchor Mark Haines that his ambition is to have a Kopin transistor inside every cell phone and a Kopin CyberDisplay on the front of every cell phone. That's the kind of big ambition that I'm looking for in this portfolio's stocks. The same day, the company announced its first major CyberDisplay order from Japanese electronics giant Matsushita; the mini LCDs will go into Panasonic camcorders. >> - Eric -