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To: Eric Jacobson who wrote (2275)	2/24/2000 1:13:00 PM
From: briank	Read Replies (3) \| Respond to of 10713

the bowling alley does not involve knocking down different market niches using different products. It involves knocking down multiple market niches with a single whole product, or a single whole product that is gradually modified and perfected as you move from niche to niche in search of the mass market. Eric, the way I see it, Cree's product is primarily SiC not Blue LEDs. The LED is just one application for SiC (one bowling pin) as is RF and Power Management ICs. In the future Cree will both supply and attempt to meet the demand for SiC as well as post process SiC wafers into application specific products. Your thoughts?

To: Eric Jacobson who wrote (2275)	2/24/2000 2:16:00 PM
From: Sunny	Respond to of 10713

Eric, If your assertion is that it is the whole product LED's that forms the basis for a gorilla market, then I think the best Cree can expect to be is a King. They may be the most profitable because of their cost advantages, but there will always be a substitution threat from Nichia et al. I think you are right about the other applications spawning whole new tornadoes. I will gladly cheer Cree on and count my blessings for having owned the Gorilla of SiC enabling technology. Sunny