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To: Pete Mimmack who wrote (3476)	8/4/2000 1:12:07 PM
From: pompsander	Respond to of 10713

Very interesting analysis of CREE rolldown. Can't you just see the impact of the eroding share price on those who weren't sure if they would or would not sell? After the first wave down, the fencesitters got a jolt. After the erosion continued, I am sure the water cooler talk was priceless. "Got to get out before Joe over there drives it down further cause he is gonna dump his 50,000 shares on Wednesday." And don't forget Mary. She is using this to pay her kid's college bills in September, so she is selling. Can't let it get below 100......95.....93......

To: Pete Mimmack who wrote (3476)	8/4/2000 5:10:42 PM
From: Pete Mimmack	Respond to of 10713

Turns out that these little emitter doo-dads (LEDs) really are tiny. See the bottom of page 1 at: cree.com 200x200 microns, which means you can get ~40 on the edge of a square centimeter (rounding to 250 microns for cutting waste, that's 4 in a millimeter X 10mm per cm). A square cm being square, that's 40x40 or 1600. Then a 2" diameter wafer has a radius of 1", or ~2.54cm, and so pi * radius squared gives us ~20 cm square. 20 * 1600 = 32,000 and with some waste due to the roundness of the wafers, we round off to the previously stated "30k per wafer". Pete@lasttimeIdidmathhereIgoofedbutthislooksright.com