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Technology Stocks : Applied Micro Circuits Corp (AMCC) -- Ignore unavailable to you. Want to Upgrade?

To: w2j2 who wrote (611)	8/8/2000 8:36:48 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 1805

OT OT OT: The Blue Plate Special Hi Walter, Yupper, I have been checking out CREE. I like it as much as my yoyo. I think it's a great company, love the technology and think it has a great future, maybe even next week at the Dems confab. Made a big-screen splash at the Elephant's gathering, y'know. What's that you say, this isn't a fiber optical wireless telecommunications wunderkind? Heck, there seems to be some confusion in Mr. Market's mind as to what it is exactly that the company does. Fake jems, display diodes and a smattering of stop light elements are the bread & butta. What? Stop Lights are now worth a P/E of 113? To somebody..... Re: Nobody else in the world can do this Nichia Chemical makes a competing blue laser, not at as good a price point as CREE potentially can do it, but it can be done today with GaN on a sapphire MOCVD substrate. CREE's got a lock on the SiC boule processing, but they're having difficulty scaling to the long promised 3" wafer. As far as the rf transistors, they recently announced the availability of some new products, but no design wins to date, AFAIK. As well, you might wonder if the standards in GPRS, 3G, EDGE etc. are going to coalesce anytime soon into a practical roadmap for the next generation of handsets. Backlight diodes (a currently available CREE product) are one thing. Codecs, filters and TxRx and antenna elements are a completely different kettle of fish, especially since no one knows what the winning combination of spectrum and standards will be at this point for nexgen wireless. Like I say, I like the company, I'd like 'em even better at a P/E of, say, 40 or so..... JM2C, Ray