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To: John Finley who wrote (189)	2/25/2000 9:46:00 PM
From: unclewest	Respond to of 565

hi john, thanks...i appreciate all of your insights. cree is a no-brainer to me because the company is production constrained in a rapidly growing market but has the land and cash to expand and they are doing just that as fast as they can. the fact that they have the lowest price, the easiest design configuration to work with, and the highest margins helps. :o) unclewest

To: John Finley who wrote (189)	2/25/2000 11:31:00 PM
From: semi_infinite	Read Replies (1) \| Respond to of 565

curious about the absence of utci emkr .. perhaps iivi as well as they are sampling 50mm SiC were you doing research with the 2" sapphire wafers?

To: John Finley who wrote (189)	2/28/2000 11:15:00 PM
From: Will Lyons	Read Replies (1) \| Respond to of 565

Hello John Just spending a few days in DelRay---Back in Lancaster Pa on Thursday. Rather puzzled by action of UTCI and EMKR which I am in vs cree WHICH I AM OUT! IMHO EMKR is the more integrated and UTCIis more of a pure play with terh impurities of plastics! My silence reflects fact that my technical competence is quite low so did not want to intrude on the conversation! Ii find em but do not always know what to do with them so any advice appreciated regards to all WL