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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?

To: KevRupert who wrote (144)	5/29/2000 4:44:00 PM
From: Pink Minion	Read Replies (1) \| Respond to of 276

Anybody follow Cree Research? Great potential. Very, very expensive. All high mo-mo stocks usually follow the sector - down and up. (Regret selling from 9 or whatever it was)

To: KevRupert who wrote (144)	5/31/2000 1:20:00 PM
From: Kirk ©	Respond to of 276

RE:My own opinion is that Cree is a unique company, in that it offers blue LED's to many manufacturers - and this revenue base should only increase in time due to the proliferation of PDA's and electronics in general. I used to work at Agilent when it was HWP. They do blue LEDs but am not sure how much business. I do know they have partnered with Phillips to make a company to replace incandescent light. This needs BLUE LEDs.... I also believe several Japanese companies were/are big into Blue LEDs. This link helps search.semiconductor.agilent.com this gives some 8 blue LEDs that Agilent sells search.semiconductor.agilent.com I think any competitive issue would be intensity BTW, the LED business is VERY cyclical... they get triple bookings and then huge cancellations... all those little PDA devices and electronic things like stereos have many LEDs in them.