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To: RocketMan who wrote (2116)	2/16/2000 8:00:00 PM
From: Jenne	Respond to of 10713

Thanks! .. I havent noticed many huge block buys.. would that mean funds havent been too invested in CREE yet?

To: RocketMan who wrote (2116)	2/16/2000 8:07:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 10713

<<especially since its market cap is only 5B.>> Actually the CREE market cap is already just north of $6 Billion....Yet, it's got a ways to go before it catches up to JDSU and QCOM <VBG>...;-)) Best Regards, Scott

To: RocketMan who wrote (2116)	2/16/2000 8:22:00 PM
From: unclewest	Read Replies (4) \| Respond to of 10713

here are some blurbs from the pru report...this report was faxed to me but not from pru...i do trust my source however 799%. please keep in mind that analysts cannot count production from factories that do not exist yet....cree has 2 major facilities coming on line this year. each is approx 2x bigger than what they started last year with. in addition they will have 3" crystal growers to replace the 2". i would just like to say that i brought cree here in the 25-30 range last fall...and mentioned replacing light bulbs... i am not tooting...that is not my style or desire...i am trying to simply motivate ya'll to take a little time to check this cree out. unclewest report clips... cree's next killer ap is wireless handset backlighting and keypads. it is becoming clear to us that the global illumination market (mainly incandescent and flourescent light bulbs) are at the early stages of being replaced by LED tech over the next 5-20 years. cree with its dominant position in SiC based blue and therefore white conversion LEDs, is poised to enjoy superior earnings for years to come. we believe cree is the single most effective way to play the tremendous growth in optoelectronics going forward. current cree design wins in production include panasonic and nokia handstes (16 white LEDs). it is evident in our opinion that that the optoelectronic industry (particularly high brightness LEDs) are at the early stages of truly revolutionizing the traditional multi-billion dollar illumination and display markets. two other pure plays are AXTI (strong buy) and EMKR (buy). the current global illumination market is $12 billion. LED advantages are >90% lower power consumption. and 10x the life....LEDs could save the US $20 billion per year. blue light emitting diodes (LEDs) will offer the highest growth going forward as it enables white light. currently there are 200-300 LEDs per car. cars are expected to have around 800 LEDs. downsouth...thanks for NTAP...i owe ya...and i hope you collect.