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To: Mike Buckley who wrote (17708)	2/11/2000 9:25:00 AM
From: Mike Buckley	Respond to of 54805

Apology Did I get that right, unc, fatboy and Roger? That was supposed to be Robert, not Roger. Wouldn't want to offend anyone who still owns Softie IPO shares. That surely would raise the ire of the investment gods. --Mike Buckley

To: Mike Buckley who wrote (17708)	2/11/2000 6:56:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

CREE and SiC's "discontinuous innovation" ... Here is what I've been hearing from everything I've been reading. CREE's SiC growing methodologies ARE a discontinuous innovation in that they are drastically cheaper than the competition. Someone mentioned that the SiC LED's themselves did not, in and of themselves, have a high switching cost because other technologies could come along (e.g. new innovations in Si) that could, potentially, also be used to make LED's. Customers wouldn't care as long as they got the same/or better quality and a lower price. I think we might be mixing apples and oranges a bit here though. It seems to me - granted just learning this stuff (!) - that SiC IS a discontinuous innovation with high switching costs (the competitors SiC is much more expensive). If another material such as Si comes along that can displace SiC then THAT innovation would in turn be a discontinuous innovation that simply replaced this one. No different than any other industry.