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To: unclewest who wrote (2120)	2/16/2000 8:48:00 PM
From: unclewest	Read Replies (1) \| Respond to of 10713

oh hell.... maybe i lied a little bit about the tooting part. i take it back... i'll just say CREE looks good to me.

To: unclewest who wrote (2120)	2/16/2000 9:17:00 PM
From: RocketMan	Respond to of 10713

unclewest, I certainly owe you a beer for cree. Hell, a whole brewery!

To: unclewest who wrote (2120)	2/17/2000
From: pompsander	Respond to of 10713

current cree design wins in production include panasonic and nokia handstes (16 white LEDs). From Unclewest's Pru report. Isn't it interesting that CREE is achieving these design wins, and a ton of LED sales contracts, right in Nichia's back yard? I know nothing about CREE's sales force or sales strategy. I would be fascinated to know how they attack a market opportunity.

To: unclewest who wrote (2120)	2/17/2000 2:05:00 AM
From: FLSTF97	Read Replies (1) \| Respond to of 10713

Interesting numbers from the Pru Report Unclewest current cree design wins in production include panasonic and nokia handstes (16 white LEDs). Let's see thats 16 times a potential 600 million handsets times say $0.25 per LED. That gives a handset TAM market for backlighting of $2.4 billion. That's starting to make this single app look like Qcom. currently there are 200-300 LEDs per car. cars are expected to have around 800 LEDs. There are in the 10's of millions of passenger cars built each year. So at 15 million times 800 times $0.25 that's another $3 billion market segment. Not even mentioning the flashlight opportunities...CREE's future is really bright (all puns intended) FATBOY