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To: FLSTF97 who wrote (17728)	2/11/2000 10:37:00 AM
From: Robert Jacobs	Respond to of 54805

I believe that breaking down the discontinuous innovation beyond the integrated process that results in an LED is less useful than recognizing that cree does have IP protection on each step of the process. The LED is the discontinuous technology as opposed to incandescent filaments. When you itemize the steps in Sic production, however, the steps that Cree performs are the following: 1) Wafer growth 2) Epitaxil coatings 3 Cutting into LED chips The packagers then receive the chips and make them into LED's which are then shipped to end users who incorporate them in their products. Many people make sapphire LED's from sapphire chips. Only a few packagers make LED's from SiC and the vast majority are Cree's chips. The advantages of SiC over Sapphire will result in Cree becoming the gorilla in the LED tornado and then in the microwave (MESFET) tornado to be followed by the power converversion chip tornado to be followed by the blue laser tornado...